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SU S T A IN ABLE IN VE S TME N T BO O T C AMP Blue & G r een T omor r o w

En e r g y Effici e n c y. SU S T A IN ABLE IN VE S TME N T BO O T C AMP Blue & G r een T omor r o w. F or inve s t men t pro f e s sionals on l y April 2 0 14 claudia Qui r o z. SU S T AINABLE INVE S TING. Unprecedented c onvergence of three m a cro drivers Clima t e change Popul a tion

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SU S T A IN ABLE IN VE S TME N T BO O T C AMP Blue & G r een T omor r o w

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  1. EnergyEfficiency SUSTAINABLEINVESTMENTBOOTCAMP Blue&GreenTomorrow Forinvestmentprofessionalsonly April2014 claudiaQuiroz

  2. SUSTAINABLEINVESTING Unprecedentedconvergenceofthreemacrodrivers Climatechange Population Increaseofc15%by2030 Energy Increaseofc50%by2030 Water Increaseofc30%by2030 fOOd increaseofc50%by2030 Resource Scarcity Populationgrowth

  3. FROMMACROTOINVESTMENTTHEMES Macrotrends Resourcescarcity Scarcity driven security of supplyenergylostbetweenproductionandconsumptionis80% Climatechangerisingtemperaturesrisingsealevels Changingrainfalldistribution Populationshifts Growing fasterthaneverbeforedevelopingworldaccountingformost of thegrowth Securityofsupply&industrialisation Energy Food Health Resources Water

  4. CLIMATEASSETSFUND PORTFOLIOBREAKDOWN • Investment objectives • Capitalappreciationandincome • Smoothvolatile of returnsovereconomiccycle Indicativeportfoliobreakdown Fixedinterestsoverign debt Investmentgradecorporatebonds • Risk • Mediumtolerancetorisk • Equityexposurerange50-75% Climatechange Equities Activemanagementglobalcompanies Sector/themediversification Investmentstyle • Globalmulti-asset • Midandlargecapbias • Multi-thematicwithfocusonsustainability Alternativeinvestments Infrastructureprivate equity Gold/commodityetf Investmentprocess • Topdownapproach • Bottomupapproachdrivenbyquants,fundamentalresearchandstockselection Population Growth Resourcescarcity Cash LiquidityinALLASSETclasses

  5. ENERGY:INVESTMENTTHESIS Marketdrivers Investmentopportunities • Globalenergycrisis • Energysecuritydrivenby locationoffossilfuel reserves • 50%ofthe supply offossil fuel depleted • Energydemandto increase30%by2035 • Demandofenergytoaccountfor7-9%ofgdp • Co2 emissionto increase20%by2035 • Hydropower • Windpower • Geothermal • Solarpower • Windturbinemanufacturers • Renewableenergydevelopers • Clean/efficient engines • Biomass • Energyefficientlighting • Electricvehiclescomponents • Cleantransport • Powerstorage&control • Building insulation • Independentpowerproducers • Smartmeteringandelectricgrid • Raillocomotive&equipment • Signalling, controlandsafetyelectronics Regulation • EUtargetinga20% carbon emissionreductionby2020 • Chinawindpower generation target of100gwby2020 • Supportfornewtechnologies • Cleancoal • Carbon captureandstorage Energyefficiency POTEnTiALcO2 EMiSSiOnSSAVingS • Anevolution ratherthanarevolution • Fastestandcheapestwaytoreduceconsumptionand emissions • 2/3ofthe economicpotentialto improveenergyefficienciesremainsuntapped • Costsavings isthekeydriverofadoption • Every$spentonenergyefficiencyequal • $2-4in lifetimecostsavings • Averagepaybackof3-7 years ViAEnErgyEfficiEncy source: iea’sCleanenergyprogressreport2011

  6. BORGWARNER EFFICIENTENGINESANDTRANSMISSION TECHNOLOGIES • BUSinESS • Leading global supplier ofhighlyengineered systemsandcomponents • Turbochargers, diesel engine,coolingsystemsandtransmissiontechnologies • greenseculartrendsby improving fueleconomyandreducing emissions • inVESTMEnTcASE • SteadyautogrowthintheUSandchina • Well positionedforEuropeanrecovery-c50%ofrevenues • diversifiedrevenue mix –nA only 15-20%oftotalrevenue • newbusinesspipelineof10%-12%annualrevenuegrowthby2015 • StrongB/S-$2.5b available fordeployment(potentiallya2%yieldifPOrof30%) asat31march2014 POTEnTiALcO2 EMiSSiOnSSAVingSViAEnErgyEfficiEncy kEyriSkSfAcTOrS • rawmaterialcosts • SlowingEuropeanmarkets • currency–2/3revenues outside theUS • increasing competitioninturbochargesbyBoschand Mercedes references tospecificsecuritiesarenotrecommendationstobuyorsellthosesecurities. source: iea’sCleanenergyprogressreport2011

  7. CLIMATEASSETSFUNDPERFORMANCE sincelaunchto31March2014 **launchDate1mar2010source:Financialexpress. aaccumulation share classperformance,inclusive of charges,inGBpwithnet incomereinvested.Theperformance of other share classes may differ.source:Financialexpress31/03/2014 Past performanceisnotaguidetofutureperformanceandfuturereturnsarenotguaranteed.

  8. WHATWEDO • Assetsundermanagementinexcessof£14.5billionasat01/09/2013 • Focusonworkingwithprivateclientsandtheiradvisers • Personalisedservicetoprovideexceptionalperformanceacrossallinvestmentstrategies Sustainableinvestment SpecialistFund(ClimateAssets) DFM(DiscretionaryFundManagement) • Sustainableinvestingstrategy • Dedicated team • Climateassetsfund • Segregated privateclientportfolios

  9. YOURINVESTMENTTEAM WILLIAMBUCKHURST I nvestmentdirector t:02071504160 e:william.buckhurst@quiltercheviot.com William joined the company in 2006, having previously worked at UBsWealthmanagementandlaing&Cruickshank.Hemanagesdiscretionaryportfoliosforprivateclients,trusts,andcharities,andis the co-managerof the libero Balanced Fund and the Climate assets Fund. He also hasresponsibility for investment fund research at Quilter Cheviot. He is amember of the Chartered institute for securities & investment and a graduate of newcastleUniversity. CLAUDIAQUIROZ investmentdirector t:02071504749 e:claudia.quiroz@quiltercheviot.com ClaudiajoinedQuilterCheviotfromHendersonGlobal investorsin2009.she is the lead Fund manager of the Quilter Cheviot Climate assetsFund,winnerofthe“Bestnewentrant”attheClimateChangeawards2010 and the “Best performing Fund” at Barchester Green’s ethical investment awards 2012. Claudia has over 13 years’ experience insustainable & responsible investing and 5 years’ experience inengineering. she graduated with a degree in Chemical engineering inargentina, and holds an mBa from Cass Business school in london.Claudia sits ontheQuilter CheviotinternationalinvestmentCommittee. CAMILLACARSON investmentManager t:02071504720 e:camilla.carson@quiltercheviot.com CamillajoinedQuilterCheviot’sinvestmentteamin2008. she holdsanhonours degree in politics from the University of liverpool and is aqualifiedmemberoftheCharteredsecuritiesinstitute.Camillamanagesportfolios for private clients, trusts and charities and assists in themanagementoftheQuilterCheviotClimate assetsFundandtheliberoBalancedFund.CamillaisalsoamemberofQuilterCheviotalternative investmentCommittee.in2011Camillawas named asoneofCityWealthmagazine’s ‘Top emerging Wealth managers.’ she jointly establishedQuilter Cheviot’s Gen y association in 2008 and is committed to anumber of charitableprojects. nichOLABATE TeamAssistant t:02071504644 e:nichola.bate@quiltercheviot.com nicholahasadiplomainbusinessadministrationandsecretarialsciencefrommedicineHatCollege,alberta.priortoQuilterCheviotnichola was thepersonalassistanttotheBishopofDerby–aroleshehasalsoheldin a military brigade headquarters, for exhibition organisers and at a primaryschool.sheisheavilyinvolvedwithanumberofmilitarycharitiesinconjunctionwithherfamily’saffiliationwiththeroyalHospitalChelsea.nicholaenjoyswalkingherminiatureschnauzer,Jambo,andin anyspare timeenjoyssewingreplica18thand19thcenturysamplers.

  10. INCONCLUSION • TheNewEconomy • morewithlesswithinacarbonconstrainedenvironment • Energyefficiency • our favouriteinvestmenttheme • energy efficiencymakes economicsense • QuilterCheviot’sversionofsustainableinvestment • investingintheneweconomy • 5investmentthemeswithcompellinggrowth end-markets • Wedonotinvestinblue-skycompanies • Weinvestinsoundbusinessmodels • Weinvestincompanieswithstrongfinancialpositions • OurSustainableInvestmentStrategy–ClimateAssetsFund • Topdownandbottomup approach • multi-strategywithdividendyield • midandlargemarketcap • performancetrackrecord

  11. THANKYOU

  12. DISCLAIMER Thispresentationhasbeenpreparedonlyfortherecipientanddateshownonthefrontpage. it isnotintendedforanyotherpersonsandshouldnotberelieduponbyotherpersons. Thispresentationhasbeenpreparedforinformationpurposesonlyandisnotasolicitationoranoffertobuyorsellanysecurity. it doesnotpurporttobeacompletedescription of ourinvestmentpolicy,markets oranysecuritiesreferredtointhematerial. Theinformationonwhichthepresentationis based isdeemedtobereliable,butwehavenotindependentlyverifiedsuchinformationandwedonotguaranteeitsaccuracyorcompleteness. allexpressions of opinionaresubjecttochangewithoutnotice.Thefigures quoteddonotinclude charges. investorsshouldrememberthatthe value of investments,andtheincomefromthem,cangodownaswellasupandthatpastperformanceisnoguarantee of futurereturn. youmaynotrecoverwhatyouinvest.Changesinexchangerates mayhaveanadverseeffectonthe value,priceorincome of foreigncurrencydenominatedsecurities. levelsandbases of taxationcanchange. investmentsorinvestment services referredtomaynotbesuitableforallrecipients. Therearerisksinvolvedwiththis type of investment.pleaserefertotheprospectus,Keyinvestorinformationandsupplementaryinformationdocumentsforfurtherdetails. april2014 QuilterCheviotlimitedisregisteredinenglandwithnumber01923571,registeredofficeatstHelen’s,1Undershaft,londoneC3a8BB.QuilterCheviotlimitedisamember of thelondonstockexchangeandauthorisedandregulatedbytheUKFinancialConductauthority.

  13. CONTACTUS QUiLTErchEViOT Onekingsway LondonWc2B6An OThErQUiLTErchEViOTOfficES: BelfastBirminghamBristoldublinEdinburghglasgowJerseyLeicesterLiverpoolManchester northWales Salisbury t:+44(0)2890261150 t:+44(0)1212122120 t:+44(0)117927 3377 t:+35317996900 t:+44(0)1312218500 t:+44(0)1412224000 t:+44(0)1534506070 t:+44(0)1162493000 t:+44(0)1512432160 t:+44(0)1618329979 t:+44(0)1492530677 t:+44(0)1722424600 cOnTAcT claudiaQuiroz t:+44(0)2071504749 e:claudia.quiroz@quiltercheviot.com investorsshouldrememberthatthevalue of investments,andtheincomefromthem,cangodownaswellasupandthatpastperformanceisno guarantee of futurereturns.you maynotrecover whatyouinvest.Thisdocumentisnotintendedtoconstitutefinancialadvice;ifyouareinanydoubtastoitscontentsyoushouldseekindependentfinancialadvice. Quilter Cheviotlimitedisregisteredinenglandwithnumber01923571,registeredoffice atoneKingsway,londonWC2B6an.Quilter Cheviotisamember of thelondonstockexchangeandauthorisedandregulatedbytheUKFinancialConductauthority. quiltercheviot.com

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