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21 Apr 2010

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First quarter interim management statement

ANOTHER RECORD QUARTER FOR NEW BUSINESS WITH TOTAL NEW INVESTMENTS OF £1.1 BILLION

St. James’s Place plc (“SJP”), the wealth management group, today issues its interim management statement for the three months ended 31 March 2010.

Highlights for the three months are:

New Business

  • Total new single investments of £1,115 million (2009: £711 million) up 57%
  • Combined unit trust and ISA investments of £295.6 million (2009: £160.7 million) up 84%, with ISA business up 102%
  • Total new business on an Annual Premium Equivalent (APE) basis of £133.3 million (2009: £93.8 million) up 42%

Funds under Management

  • Funds under management of £23.3 billion, up 9% for the year to date and 52% over the twelve months
  • Net inflow of funds under management of £700 million

David Bellamy, Chief Executive, commented:

“We’re naturally delighted with these new business results. Against an improving market backdrop, we’ve delivered a very strong all round performance that is a credit to the Partnership and our entire community. It also further demonstrates the effectiveness of our business and the quality of our investment proposition for clients.

We have a great business that is in excellent shape and we remain optimistic about the future.”

The details of the announcement are attached.

Enquiries:

David Bellamy, Chief Executive Tel: 020 7514 1963
Andrew Croft, Group Finance Director Tel: 020 7514 1963
Tulchan Communications Group Ltd Tel: 020 7353 4200
John Sunnocks / Mal Patel

View the full press release.

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