SLIDE 1
25.0 30.0 35.0 40.0 45.0
2013 2014 2015 2016 2017
$34.3M $39.1M $41.9M $42.0M $43.7M * Adjusted for Bonus element in Rights Issue
$M
A U I 2017 ANNUAL GENERAL MEETING $M 45.0 $43.7M $42.0M $41.9M - - PowerPoint PPT Presentation
A U I 2017 ANNUAL GENERAL MEETING $M 45.0 $43.7M $42.0M $41.9M - - PowerPoint PPT Presentation
A U I 2017 ANNUAL GENERAL MEETING $M 45.0 $43.7M $42.0M $41.9M 40.0 $39.1M 35.0 $34.3M 30.0 25.0 2013 2014 2015 2016 2017 * Adjusted for Bonus element in Rights Issue 40.0 37.7 * 35.0 35.5 35.3 35.0 * 31.7 30.0 * 25.0
SLIDE 2
SLIDE 3
20.0 25.0 30.0 35.0 40.0
2013 2014 2015 2016 2017
31.7 35.5 37.7 35.0 35.3
* Adjusted for Bonus element in Rights Issue
* * *
SLIDE 4
20.0 25.0 30.0 35.0 40.0 2013 2014 2015 2016 2017
29.0 31.5 33.4 34.0 34.0
Dividend increased or held steady for the last 23 years
* Adjusted for Bonus element in Rights Issue
* * *
SLIDE 5
2017 2016 Operating Expenses 0.10% 0.10% Bank Borrowings $130M $122M Cash on Hand $53M $27M Interest Cover 10.1 times 9.8 times NTA after Provision for Dividend $8.39 $7.39
SLIDE 6
Source: Evans & Partners
1
18.0 18.4 14.1 3 4.9 4.8 6.6 5 11.3 13.0 11.8 10 3.2 3.5 3.6 AUI AUI NTA Share Price Index Years % p.a. % p.a. % p.a.
500 1,000 1,500 Jun-07 Jun-09 Jun-11 Jun-13 Jun-15 Jun-17
AUI NTA Accumulation AUI Share Price Accumulation S&P/ASX 200 Accumulation
SLIDE 7
CBA 9% ANZ 7% Westpac 6% NAB 6% Wesfarmers 5% CSL 5% DUI 4% Other 58%
SLIDE 8
Financials & Insurance 41% Resources 15% Consumer 12% Healthcare 11% Infrastructure & Transport 10% Small Cap Funds 1.5% Other 4.5% Cash & Other Deposits 5%
SLIDE 9
Main Purchases and Sales since 30 June 2017
PURCHASES SALES
- Challenger Ltd
- Macquarie Atlas Roads
Group
- No sales
SLIDE 10
Financials & Insurance 41% Resources 16% Consumer 12% Healthcare 11% Infrastructure & Transport 10% Small Cap Funds 2% Other 4% Cash & Other Deposits 4%
SLIDE 11