James, Penelope Jane

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Organisation From Until Service
years		 Total
Return		 CAGR
total
return		 CAGR
relative
return
1 ADMIRAL GROUP PLC 2015-01-01 2017-09-08 2.69  
2 ARLE CENTRE LIMITED 2005-07-27 2007-03-31 1.68  
3 CHURCHILL INSURANCE COMPANY LIMITED 2017-11-01 2023-01-27 5.24  
4 DIRECT LINE INSURANCE GROUP PLC 2017-11-01 2023-01-27 5.24  
5 DL INSURANCE SERVICES LIMITED 2018-02-05 2020-02-23 2.05  
6 EAGLE STAR DIRECT (CAMBERLEY) LIMITED 2005-07-27 2007-03-31 1.68  
7 EAGLE STAR SECURITIES LIMITED 2004-08-02 2007-03-31 2.66  
8 GRACECHURCH UTG NO. 429 LIMITED 2009-04-07 2011-03-09 1.92  
9 GROVEWOOD PROPERTY HOLDINGS LIMITED 2006-10-03 2007-03-31 0.49  
10 HARGREAVES LANSDOWN PLC 2021-09-01 2.96  
11 JAS. W. KING & CO. LIMITED 2005-07-27 2007-03-31 1.68  
12 LIVERPOOL REVERSIONARY COMPANY LIMITED(THE) 2004-08-02 2006-06-06 1.84  
13 MIDLAND ASSURANCE LIMITED 2004-03-01 2007-03-31 3.08  
14 MITIE GROUP PLC 2024-02-01 0.54  
15 NAVIGATORS AND GENERAL INSURANCE COMPANY LIMITED (GBEN) 2005-08-23 2007-03-31 1.60  
16 OMEGA ADMINISTRATION SERVICES LIMITED 2007-11-01 2011-03-09 3.35  
17 OMEGA DEDICATED (NO.2) LIMITED 2009-09-28 2011-03-09 1.44  
18 OMEGA UNDERWRITING HOLDINGS LIMITED 2008-07-24 2011-03-09 2.62  
19 OMEGA UNDERWRITING INVESTMENTS LIMITED 2009-09-28 2011-07-05 1.77  
20 PREFERRED ASSURANCE COMPANY LIMITED 2004-03-01 2007-03-31 3.08  
21 PRUDENTIAL CORPORATION HOLDINGS LIMITED (GBEN) 2011-07-28 2015-11-03 4.27  
22 PRUDENTIAL HOLDINGS LIMITED 2011-09-30 2015-11-03 4.09  
23 * PRUDENTIAL PUBLIC LIMITED COMPANY 2015-09-01 2017-09-30 2.08 20.28% 9.29% -6.81%
24 PRUDENTIAL US LIMITED 2011-07-25 2015-11-03 4.28  
25 TRENT INSURANCE COMPANY LIMITED (GBEN) 2004-03-01 2006-06-06 2.26  
26 U K INSURANCE LIMITED 2017-11-01 2023-01-27 5.24  
27 WHITELEY PARTNERSHIP INSURANCE COMPANY LIMITED 2005-02-25 2007-03-31 2.09  
28 WREN INVESTMENTS LIMITED 2004-08-02 2007-03-31 2.66  
29 WREN TRUST LIMITED 2004-08-02 2007-03-31 2.66  
30 ZGEE1 LIMITED 2005-07-27 2007-03-31 1.68  
31 ZGEE14 LIMITED 2004-03-01 2006-06-06 2.26  
32 ZGEE15 LIMITED 2004-03-01 2006-06-06 2.26  
33 ZGEE2 LIMITED 2005-07-05 2007-03-31 1.74  
34 ZGEE5 LIMITED 2005-07-27 2007-03-31 1.68  
35 ZGEE6 LIMITED 2006-05-10 2007-03-31 0.89  
36 ZPC CAPITAL LIMITED 2004-08-02 2007-03-31 2.66  
37 ZURICH EMPLOYMENT SERVICES LIMITED 2006-08-21 2007-03-31 0.61  
38 ZURICH GSH LIMITED 2004-08-02 2007-03-31 2.66  
39 ZURICH HOLDINGS (UK) LIMITED 2004-08-02 2007-03-31 2.66  
40 ZURICH INSURANCE COMPANY (U.K.) LIMITED 2004-08-02 2007-03-31 2.66  
41 ZURICH LEGACY SOLUTIONS SERVICES (UK) LIMITED 2004-12-01 2007-03-31 2.33  
42 ZURICH WHITELEY INVESTMENT TRUST LIMITED 2006-10-03 2007-03-31 0.49  
43 ZURICH WHITELEY TRUST LIMITED 2004-08-02 2007-03-31 2.66  
Average 9.29% -6.81%

* = is or was HK primary-listed

Total returns are measured from the latest of the start date, the appointment date and 3-Jan-1994 until the earliest of the end date, the resignation/removal date and the last trading date. CAGR is the annualised return and is not shown for periods under 180 days. Relative returns are to the Tracker Fund of HK (2800), starting from the latest of 12-Nov-1999, the appointment date and the chosen start date.

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