Global fund distribution Market intelligence EY GFD Market intelligence: Fund flows that matter Fund tax reporting June 2014 Evolution of net assets (04/2013 — 03/2014) Regional insight Regulatory intelligence Fund registration Distribution markets (03/2014) Market insight USA USA Germany DEU France FRA United Kingdom GBR DEU Europe Brazil BRA FRA Australia AUS 30.9% — US$8,093b* Switzerland CHE Italy North America 54.5% — US$14,270b* ITA Spain ESP Canada CAN China*** CHN Sweden SWE Latin America Asia 4.9% — US$1,291b* GBR South Korea KOR CHE 5.9% US$1,548b* Japan JPN Oceania 3.1% — US$808b* Netherlands NLD Africa 0.7% US$186b* Luxembourg LUX * Marketshare and net assets (03/2014) Chile CHL NLD “ USA These heat maps illustrate the growth of the largest distribution markets based on the variation of the total net assets held by local investors in domestic and cross-border funds available for sale. The rectangle’s size gives an indication of the market size. The annual growth determining the rectangle’s color is defined by the ratio between the sum of flows during the 12-month period ending in March 2014 and the total net assets in March 2013. Ireland SWE ITA IRL Austria AUT South Africa ZAF LUX Norway NOR ” Denmark DNK BEL NOR IRL Belgium BEL Taiwan TWN FIN ESP DNK AUT PRT GRC Others Europe POL Mexico MEX Finland FIN Thailand THN Israel Contacts CHN**,*** BRA KOR ISR Malaysia MYS Portugal PRT Laurent Denayer Partner +352 42 124 8340 [email protected] New Zealand NZL MEX CHL Rafael Aguilera Executive Director +352 42 124 8365 [email protected] TWN CYM Others Lat Am Hong Kong HKG Cayman Islands CYM Morocco MAR THA** Singapore SGP JPN ISR HKG SGP AUS ZAF Greece GRC Poland POL SAU CAN EY analysis is based on fund data provided by MYS Others Asia Annual growth of fund distribution markets -9% -5% -1% 1% 5% 9% ** No growth figure has been calculated for these markets. *** CHN and China refer to the Mainland China market. Chinese market size based on data as of 12/2013. MAR Square scaling for market insight ca.US$20b of net assets NZL Others Africa Saudi Arabia SAU 0 0 500 500 1,000 1000 1,500 1500 2,000 2000 2,500 2500 3,000 3000 3,500 3500 13,800 13,800 Net assets in US$b Locally net assets distributed Locally net assets domicilied
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