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11/10/2007

Plan B FUMA of $1.95 billion as at 30 September 2007

Plan B Group Holdings Limited (“Plan B” or the “Company”) is pleased to announce that Funds Under Management, Administration and Advice ("FUMA") as at 30 September 2007 was $1.95 billion.

The Company is pleased with the 11% increase in FUMA since 30 June 2007 which reflects a combination of:

  • net new client fund inflows to the group’s collective investment vehicles;
  • market movement in the value of assets; and
  • funds under advice (but not administered or managed by Plan B) of PFS Affinity Partners who have commenced implementation of the group’s services and systems.

The composition of Plan B’s FUMA by channel as at 30 September 2007 is diagrammatically presented below:

Fuma by channel %


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