L UXURY F UNDS Team Lux Lin Bo Dr. Mikalai Malinouski Dr. Goran Malojcic June 2 nd 2013

S TRATEGY O VERVIEW FOR TEAM LUX Investing in Companies that Provide Luxury Goods or Services to Customers Companies with Strong Brand Recognition Companies Successful in Emerging Markets (e.g.: China, India, Russia, etc.) Companies That are Able to Satisfy Local Demand and Tastes, Without Losing the Global Brand Heritage

L UXURY B RAND F UNDS Julius Baer Multistock - Luxury Brands Fund Credit Suisse SICAV (Lux) Equity Luxury Goods

J ULIUS B AER M ULTISTOCK - L UXURY B RANDS F UND Open-End Investment Fund (Luxembourg) Long-Term Capital Growth by Investing in Companies Worldwide Which Own Established Brands and Offer Products and Services in the Luxury Goods Sector

T OP F UND H OLDINGS Name% of Total52-weeks change % Swatch Group AG7.18% Cie Financiere Richemont SA5.99% Pernod-Ricard SA4.69% Tiffany & Co4.61% Bayerische Motoren Werke AG4.56% Estee Lauder Cos Inc/The4.42% Burberry Group PLC4.37% Diageo PLC4.00% NIKE Inc3.94% Ralph Lauren Corp3.94% Total47.69%

C REDIT S UISSE SICAV (L UX ) E QUITY L UXURY G OODS Invests Globally in Leading Luxury Goods Companies Offers Access to Themes Including the Rise of the Chinese Luxury Market, and the Overall Growth Potential of the Emerging Consumer, as well as Exposure to Emerging Brands in the Luxury goods industry Unconstrained, Non-Benchmark Oriented Approach to Identify Attractively Valued Companies Positioned to Benefit From the Luxury Goods Theme

T OP F UND H OLDINGS Name% of Total 52-week change, % Prada Christian Dior Richemont Hermes Estee Lauder Sands China Remy Cointreau LVMH Galaxy Entertainment Group Total50.4

S ECTORS IN %

RESEARCH METHODOLOGY NYSE Publicly Traded Companies in Luxury Sector Selection Criteria: Healthy Financial Situation Pre-Tax Profits Net Revenue … Sales and % Sales of Luxury Goods/Services in Emerging Markets % Sales of Luxury Goods or Services in Emerging Markets 20% - 60% Increase in Dividend Payment Companies to Invest for Portfolio

S OME OF OUR P ICKS Tiffany’s COACH LVMH Estee Lauder Burberry

B ENCHMARKS

T RADING MODEL INDICATORS & STATISTICS Source: WealthInsight * Ultra-high net worth individuals are defined as means people with $30 million or more  By the end of 2011, there are 1.9 million high net worth individuals in the BRICS countries, with combined wealth of $7.5 trillion  Compared to US (Los Angeles: 950, NYC: 2,929), BRIC represents an already lucrative market, and has great future potential  Statistics such as # high net worth individuals in BRIC will be watched to steer the direction of fund investment

T RADING MODEL INDICATORS In 2008, for the first time in history, the percentage of the richest 100 world billionaires in emerging markets (37 out of 100, or 37%) is greater than the percentage of the top 100 billionaires in the U.S. (32 out of 100, or 32%). * The chart above was created using the Forbes annual rankings of world billionaires

W E WILL CONTINUE TO FOLLOW THESE MARKET REPORTS FOR INVESTMENT DECISIONS unitedstates/local%20assets/documents/fsi/us_fsi_next%20decade%20in%20g lobal%20wealth%20executive%20summary_ pdf idUSN growing/238410/