QUARTERLY FUND OVERVIEW

QUARTERLY fund OVERVIEWFOR THE QUARTER ENDING 28 FEBRUARY 20222 Asset Class DashboardThe graph below represents th e most recent 3-month returns for the resp ective asse : Bloomberg3 Asset Class DashboardThe graph below represents the most recent 3-month returns for the respective : Bloomberg PERSONAL TRUST GROUP S fund RANGE & RISK PROFILE The graph above illustrates the fund range and risk profile of all our funds. Below is a summary table of the various funds and the respective annualised performance history. 1 Year 3 Year 5 Year 10 Year Since Inception Asset Allocation Funds Personal Trust Conservative Managed fund Personal Trust Prudent fund Personal Trust Managed fund equity fund Personal Trust equity fund Income fund Personal Trust Income fund Offshore Funds PTI global S

PTI Global Select Ma nagers Opportunities Fund $ 2.11% 7.85% 6.42% 4.27% 3.83% PTI Global Select Managers Opportunities Fund R 5.34% 11.25% 10.36% 11.79% 12.03% Income Fund Prudent Fund Global Select M anag ers Cautious Fund Manage d Fund bal Select Managers portunities Fund Equity Fund

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  Global, Equity, Fund, Fund global, Fund equity fund

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