1. Mexican Mutual Funds Industry
May, 2012
Confidencial

2. Industry AUMs (billion dollars)
Accumulated Growth: 194%
Compound Annual Growth: 19%
4.8%
5.3%
7.1%
7.6%
6.5%
7.9%
9.4%
9.4%
% of GDP
Source: CNBV & AMIB

3. Industry Overview Top Managers Industry highly concentrated
Total managers: 32
Top 3 managers: 61% market share
Source: AMIB

4. Fixed Income Distribution
Distribution by Type
Asset Type
Fixed Income Distribution
Source: AMIB

5. Number of Funds Number of Mutual Funds Share Classes
Accumulated Growth: 37%
3,370
502
506
525
477
2,260
1,110
Source: AMIB / Aryes

6. Investors AUMs by Type of Investor Investors (millions)
Total investors represent < 2% Total Population
Source: AMIB & INEGI

7. Solid Regulatory Framework

8. Source: Banamex Asset Management
Product Evolution
Portfolio
Source: Banamex Asset Management

9. Performance - Basic Market Indicators
Returns in Pesos
Source: BMV & PiP

10. Performance - Basic Market Indicators
3Year Return in Pesos
Source: BMV & PiP

11. Industry Challenges Overview Industry highly concentrated
High growth potential
Distribution network key factor
Financial education
Portfolio diversification
Value added & sophisticated product
Challenges