1. BVI, November 2023 fund AuM
2. IPE, March 2023 edition, data as of FY22
4. Broadridge, combined MF and ETF AuM (excl. MMFs & FoFs) November 2023
5. Morningstar as of December 2023, including Multi Asset funds © 2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.