Presentation of Lincoln Far East Unit Trust Quarter 1 – Update Meeting Presented by Fiona Barwick Director of Regional Research Nigel Bliss Senior Portfolio.

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Presentation transcript:

Presentation of Lincoln Far East Unit Trust Quarter 1 – Update Meeting Presented by Fiona Barwick Director of Regional Research Nigel Bliss Senior Portfolio Manager 24 April 2008 For Professional Advisers only

STYLE SUMMARY  A value approach, emphasising yield and future real growth of dividends  Rigorous dividend discount analysis applied consistently across all markets, all sectors and all securities  Analysis of central best and worst case analysis on all stocks and all markets  Extensive worldwide research with an emphasis on company visits

DEFENSIVE CHARACTERISTICS 1ST JULY 1999 TO 31ST MARCH 2008

RISK-REWARD COMPARISON 1ST JULY 1999 TO 31ST MARCH 2008

EQUITY MARKET PERFORMANCE Source: MSCI for AC Asia Pacific ex-Japan Index Local Market Return (%)1 st Quarter, 2008 Currency Change vs. GBP (%) GBP Return (%) Australia China Hong Kong India Indonesia Korea Malaysia New Zealand Pakistan Philippines Singapore Free Taiwan Thailand AC Asia Pacific ex JP

PERFORMANCE REPORT Fund 1 MSCI AC Asia Pacific Ex-Japan Index Net Div. RI 2 UK RPI (%) Quarter 1, N/A 1 Year Year (annualised) Year (annualised) Year (annualised) Since inception 3 (annualised) Fund performance is net of fees. 2 Performance prior to 1 st June 1999 measured against the MSCI Asia Pacific Index Gross Divedends Re-invested 3 Inception date: 1 st August 1998

LINCOLN FAR EAST UNIT TRUST PERFORMANCE SUMMARY QUARTER 1, 2008 Performance Contribution % CurrencyMarketStock Selection Portfolio Total Return PortfolioEx JapanFundEx-JapanFundEx-Japan Performance Attribution % Relative Currency Contribution Relative Market Contribution Stock Selection Relative Return

COUNTRY REAL RETURNS 31ST MARCH 2008 Estimated “real” annualised market returns (%) sterling Australia5.7 New Zealand7.0 Hong Kong6.8 Singapore6.6 Korea5.5 Taiwan6.4 China5.5 India5.1 Malaysia5.9 Thailand5.8 Source: MSCI for AC Asia Pacific ex-Japan Index

SECTOR ALLOCATION Lincoln Far East Unit Trust % MSCI AC Asia Pacific ex Japan % Consumer Discretionary Consumer Staples Energy Financials Health Care Industrials Information Technology Materials Telecommunications Services Utilities Source: Mondrian Investment Partners Limited/MSCI for AC Asia Pacific ex-Japan Index

SUMMARY PORTFOLIO CHARACTERISTICS 31ST MARCH 2008 Source: Mondrian Investment Partners Limited/MSCI for AC Asia Pacific ex-Japan Index