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Japan Dynamic Fund Eastspring Investments EASTSPRING INVESTMENTS - JAPAN DYNAMIC FUND December 2020 eastspring.us/offshoreadvisor 2 LEADING ASSET MANAGER IN ASIA LEVERAGING OUR ASIAN DNA TO CAPITALISE ON GLOBAL OPPORTUNITIES 1994 USD 248bn 300+ INVESTMENT One of the DEEP INSIGHTS Founded 1994 in Managing USD 248bn PROFESSIONALS^ LARGEST INTO ASIA Singapore (HQ) and assets on behalf of Unrivalled on-the-ground ASIAN ASSET 100% owned by institutional and individual Our investment teams' investment presence in Asia Prudential plc (UK) investors globally MANAGERS deep understanding of Asian markets, provides us and a major Asian Fixed with a unique perspective Income player for global investments United Kingdom Luxembourg Japan United States China* South Korea Taiwan India* Hong Kong* Thailand* Vietnam Malaysia Singapore Indonesia Investment and Sales & Client Service office Sales & Client Service Office Joint venture Source: Eastspring Investments. As at 31 December 2020. ^Including joint ventures and sales offices in the US, UK and Luxembourg. AUM size by contracted sales. Note: bn = billion. STRICTLY PRIVATE AND CONFIDENTIAL. FOR PROFESSIONAL INVESTORS ONLY. 3 A DIVERSIFIED AND GROWING GLOBAL ASSET MANAGER AUM Growth (USD bn) 2% 7% 241 248 193 47% 12% CAGR 188 40% 146 131 99 121 95 81 78 51% Fixed Income Equity Quant Others ^ Investment Solutions (IS) 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Internal Life 56% Third Party 44% AUM USD248bn Source: Eastspring Investments as at 31 December 2020. AUM includes Joint Ventures AUM based on % of ownership *Joint ventures: India - ICICI Prudential Asset Management Co Ltd, Hong Kong - Bank of China International – Prudential Asset Management and China - CITIC-Prudential Fund Management Co Ltd. ^ Others – include Alternative assets and money market funds. Note: bn = billion. STRICTLY PRIVATE AND CONFIDENTIAL. FOR PROFESSIONAL INVESTORS ONLY. 4 EXTENSIVE LOCAL PRESENCE IN ASIA ONSHORE ASSET MANAGEMENT ACROSS ASIA Sources: Singapore and Hong Kong (Morningstar), Malaysia (Lipper), Thailand (Association of Investment Management Companies), Korea (Korea Financial Investment Association), India (Association of Mutual Funds in India), Japan (Investment Trusts Association, Japan), Taiwan (Securities Investment Trust & Consulting Association of R.O.C.), China (Wind), Indonesia (Otoritas Jasa Keuangan), Vietnam (State Securities Commission of Vietnam). All markets as of December 2020. Eastspring JVs include HK, India and China. Japan reflects Publicly Offered Investment Trusts market presence. China reflects public mutual funds market presence. Vietnam reflects open-ended mutual funds market presence only. *Market presence based on whether the AMCs offer onshore domiciled mutual funds. Market ranking based on 100% shareholdings. STRICTLY PRIVATE AND CONFIDENTIAL. FOR PROFESSIONAL INVESTORS ONLY. 5 INVESTMENT CAPABILITIES OVERVIEW Fixed Investment Quantitative Equities Income Solutions Strategies AUM of AUM of AUM of AUM of USD 25bn USD 62bn USD 115bn* USD 3.5bn Key capabilities: Key capabilities: Key capabilities: Key capabilities: GEM Concentrated Value EM Debt Multi Asset Global Low Vol Japan Concentrated Value Asian HY Solutions Asian Low Vol China A Growth Asia Fixed Income Multi-Factor Greater China Asian Sustainable Asia ex – Japan China RMB Number of Inv. Number of Inv. Number of Inv. Number of Inv. professionals: 31 professionals: 22 professionals: 12 professionals: 8 Avg. yrs experience: Avg. yrs experience: Avg. yrs experience: Avg. yrs experience: 18 15 14 13 Source: Eastspring Investments as at 31 December 2020. AUM for investment teams are internally calculated and includes advisory mandates. There might be double counting of assets within the individual investment teams. The figures above do not reflect joint venture assets under management. *Including sub-funds managed by other teams and investments into Eastspring SICAV funds. Note: bn = billion. STRICTLY PRIVATE AND CONFIDENTIAL. FOR PROFESSIONAL INVESTORS ONLY. 6 FOCUSED - EQUITY INVESTMENT CAPABILITIES Strategy Name GEM Dynamic Global Low Vol Japan Focused Value China A Shares Primary Benchmark MSCI Emerging Markets Index MSCI ACWI Min Vol MSCI Japan Index^^ MSCI China A Net TR Index Seeks to outperform the Seeks long-term capital growth, Seeks long-term growth of capital Seeks to deliver higher risk- benchmark over a full market invested in companies listed in by investing in a concentrated adjusted returns than the broad cycle by investing in a Japan. High conviction, portfolio of China A shares listed Investment Objective market by targeting a low volatility concentrated portfolio of significantly mispriced companies primarily on the Shanghai or portfolio and avoiding undesirable emerging market domiciled compared to long-term sustainable Shenzhen exchanges via Stock biases common equities. earnings. Connect. Top-down/bottom-up, benchmark Fundamental, benchmark- Quant, benchmark-aware Bottom up high conviction, Investment Style aware benchmark unconstrained agnostic. Large Cap Core All-Cap Value All-Cap Relative Value Concentrated, Quality Growth Strategy AuM (USD) 1,594mn 551mn 1,651mn 243mn Strategy Inception Date Oct 2010 Nov 2015 Jan 2005 Apr 2019 Ben Dunn Portfolio Manager: Jie Lu Lead Portfolio Manager Andrew Cormie Dean Cashman Chris Hughes Research Advisor: Michelle Qi ESG Integration √ √+ √ √ Key Investment Parameters* Typical No. of Holdings 40-60 350-400 30-50^^ 30-50 Expected Alpha** 2.5% 1.0% 1.5-4.0%^^ 4% Expected Active Risk (TE) 4-6% 5-8%^ 3-8%^^ 4-10% Typical Active Share 80-90% 80-90%^ 80-90%^^ 60-80% Typical Beta (Historical) 1.00 0.80 NA 1.00 Max Country Weight +/-10% relative +/- 5% relative NA NA +/- 10% relative Max Sector Weight +/-10% relative +/- 7% relative <40% Currency Hedging Hedged/Unhedged Unhedged Hedged/Unhedged Fully Hedged (USD) Vehicle Availability SA, CIT, SICAV SA, CIT, SICAV SA, SICAV SA, SICAV Source: Eastspring Investments, as of 31 December 2020. +ESG integration available at client’s request. *Internal guidelines, subject to changes at fund managers’ discretion. **This should not be construed as guarantee for outperformance. ^TE and Active Share range for GLVE is vs MSCI ACWI. ^^Japan Focused Value Strategy is not managed relative to a benchmark. The listed parameters are to be considered outcomes of the investment process and are not targeted by the investment approach STRICTLY PRIVATE AND CONFIDENTIAL. FOR PROFESSIONAL INVESTORS ONLY. 7 WHY EASTSPRING? Pursuit of alpha through a differentiated, DIVERSITY OF Asian lens OUR PEOPLE AND PERSPECTIVES History of operating in some of the most diverse, illiquid and inefficient markets positions us well for emerging and developed markets investment 56% 40% of female Alignment of interests and history of of our workforce representation in our investing alongside our clients is female Executive Management Committee Commitment of seed capital to innovate new strategies and willingness to 27 customize solutions for clients nationalities Risk management is embedded in our DNA with a long history of managing liability-linked assets As of 31 December 2020. STRICTLY PRIVATE AND CONFIDENTIAL. FOR PROFESSIONAL INVESTORS ONLY. MARKET OVERVIEW 9 JAPAN DYNAMIC - NOW HIGH UPSIDE COMPARED TO HISTORY ABSOLUTE AND RELATIVE VALUE REPRESENTED WEIGHTED % UPSIDE TO VALUATION TARGET* HIGH CONVICTION, UPSIDE, SHORTER-TERM VOLATILITY & Medium TermEXCESS Outperformance PERFORMANCE 100% 25% 100% Maximum High Valuation Upside 96.80% 20% 90% 90% 15% 10% Currently 80% 82.20% 80% 5% 70% 0% 70% -5% 60% Shorter Term Underperformance -10% 60% -15% 50% -20% 50% Minimum 40% -25% 46.80% 40% Weighted % Upside to Valuation Target Weighted Upside to Valuation Target (LHS) Rolling 12 month excess performance (RHS) Rolling 3 yr p.a. excess performance (RHS) High weighted % upside to valuation compensates for patient timeframe High conviction and significant valuation upside compensates for two key risks; uncertain future Mar 2020 – highest weighted upside* outcomes and the time frame to realise value Source: Eastspring Investments, as at 31 January 2021. Left chart: shows range of values between 30 September 2015 till current date mentioned above. Right chart: shows range of values between 30 September 2015 till current date mentioned above. “Rolling 12 month excess performance” and “Rolling 3yr p.a. excess performance” in USD - Excess return of Share Class D of the Eastspring Investments – Japan Dynamic Fund over MSCI Japan Index (Net). Share Class D is not available for sale to retail investors. Inception Date: 5 July 2006. Prior to 1 May 2012, benchmark returns were on a Gross Dividend basis. With effect from 1 May 2012, the benchmark returns are on a Net Dividend basis. The two series are chain-linked to derive the longer period benchmark returns. Past performance is not an indication of the future or likely performance. STRICTLY PRIVATE AND CONFIDENTIAL. FOR PROFESSIONAL INVESTORS ONLY. 10 VALUE AND GROWTH STYLE VOLATILE STYLE PERFORMANCE IN SHORTER TERM JAPAN DYNAMIC PERFORMANCE VERSUS MSCI JAPAN VALUE AND GROWTH INDICES SINCE 2013 UBS - TOPIX VALUE VERSUS GROWTH STYLE SINCE 2013 Periods of shorter term strategy underperformance can result 125 from not holding very expensive stocks driving market performance 115 105 95 85 75 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Composite Growth Composite Value Source: LHS: Eastspring Investments, Refinitiv Datastream as at 31 January 2021. Representative Portfolio is Share Class D of the Eastspring Investments – Japan Dynamic Fund. Share Class
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