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Private Equity Portfolio

THE PARTLY PAID NATURE OF PRIVATE EQUITY FUNDS COMMITTED TO, MEANS THAT IT TYPICALLY TAKES A NUMBER OF YEARS BEFORE THESE COMMITMENTS ARE INVESTED. THE ALLOCATION TO PRIVATE EQUITY REDUCES WITH THE SALE OF BUSINESSES BY THESE PRIVATE EQUITY FUNDS. THIS IS MANAGED BY THE COMPANY THROUGH ITS OVER-COMMITMENT TO PRIVATE EQUITY FUNDS.

Fund

Investment Focus

Fund Size $m

Committed Capital

$m

Drawn Capital $m

Undrawn Capital $m

Current Companies

Sold Companies

2004 Vintage

Archer Capital No. 3

MBO

428.5

7.1

6.5

0.6

3

4

Hastings Private Equity II

Expansion & MBO

180.5

8.0

7.7

0.3

5

4

Ironbridge Capital 2003/4

MBO

450.0

5.0

4.7

0.3

5

3

2005 Vintage

Direct Capital Partners III (A$ equivalent)

Expansion & MBO

50.6

6.3

6.1

0.9

8

4

NBC Private Equity II

Expansion & MBO

98.6

6.0

5.9

0.1

7

0

Propel Private Equity II

Expansion & MBO

70.8

3.4

3.3

0.1

2

1

Quadrant Private Equity No.1

Expansion & MBO

265.0

8.0

7.5

0.5

5

2

Wolseley Partners I

Expansion & MBO

107.4

8.0

7.8

0.2

5

0

2006 Vintage

Archer Capital No.4

MBO

1,360.0

10.0

3.4

6.6

5

0

Catalyst Buyout No.1

MBO

390.0

8.0

7.9

0.1

6

1

CM Capital Venture Trust No.4

Early Stage

153.5

8.0

4.9

3.1

11

1

Pacific Equity Partners III

MBO

1,275.0

8.0

6.9

1.1

8

0

2007 Vintage

Pacific Equity Partners IV

MBO

4,060.0

10.0

3.0

7.0

4

0

Quadrant Private Equity No.2

Expansion & MBO

500.0

10.0

7.4

2.6

4

0

2008 Vintage

Wolseley Partners II

Expansion & MBO

235.0

10.0

1.9

8.1

2

0

NBC Private Equity III

Expansion & MBO

101.2

10.0

4.1

5.9

4

0

TOTAL

125.8

89

37.5

84

20

Notes to theTable
The Portfolio position is as at 31 March 2010
MBO = Management Buyout
Sold companies refers to exits due to a trade sale, listing, administration, write-off or other form of disposal. Numbers may be subject to rounding variation

Co-Investments (Direct company investments alongside private equity managers)

Company

Type of Business

% of IPE assets

CathRX Pty Ltd

Australian company that develops cardiac catheters

0.4

Dilithium Networks

US company that develops interconnectivity software for voice, video and data

0.4

Vitaco (previously Health Brands)

New Zealand supplier of nutritional supplements and alternative medicine

1.0