Investment Seminar

Welcome to

Mazars Moores Rowland

Investment Seminar

Speakers

• Mahesh Cooper – Allan Gray

• Marius Fenwick – Mazars Moores Rowland

Investment Seminar

Marius FenwickInvestment Seminar

Mazars Moores Rowland

Investment Seminar

Asset Matrix

Asset Class Performance

April 1998 – April 2009

Asset Class Performance

April 1998 – April 2009

800

100

0

400

Asset Class Performance

April 2009 after 40% tax

Aft

er t

ax

Aft

er t

ax

Aft

er t

ax

Aft

er t

ax

800

100

0

400

Mazars House View

03/01/2005 03/07/2005 03/01/2006 03/07/2006 03/01/2007 03/07/2007 03/01/2008 03/07/2008 03/01/2009 03/07/200990

110

130

150

170

190

210

230

250

270

HOUSEVIEW

ALL SHARE

MM after TAX40%

CPI

18.34%

14.73%

5.70%6.89%

10/04/2006 10/10/2006 10/04/2007 10/10/2007 10/04/2008 10/10/2008 10/04/200990

110

130

150

170

190

210

Satrix Resi Allan Gray Equity

Satrix Resi vs Allan Gray Equity

Dividend Funds

03/01/2005 03/07/2005 03/01/2006 03/07/2006 03/01/2007 03/07/2007 03/01/2008 03/07/2008 03/01/2009 03/07/200990

100

110

120

130

140

150

Dividend Fund Money Market after tax CPI

Fund Performance & Rankings

Fund Performance & Rankings

Thank You

Questions Are Welcome

Marius FenwickInvestment Seminar