Investing - Brookfield Asset Management

Overview of Infrastructure Business cont’d
• Financial results reflect strong year-over-year growth Operating Cash Flow
– Driven by acquisition of Prime Infrastructure
• 80% of cash flow is contracted or regulated
• Investment initiatives to date have been extremely successful
• Investors are attracted to strong current yield
US$ millions
$120
$100
$80
$60
$40
$20
$64
$106
$-
H1 2010 H1 2011
As at June 30, 2011
Entity
Ticker
Symbol
1-Year
Return
3-Year
Return
Yield
Brookfield Infrastructure Partners L.P.
Listed on TSX and NYSE; market cap of ~$4 billion
Brookfield Americas Infrastructure Fund
$2.7 billion private infrastructure fund
BIP 67% 16% 5%
Private Fund 27% 1 N/A 10% 2
1
Gross IRR does not reflect management fees, carried interest, taxes, transaction costs and other expenses typically y borne by investors in
private funds, which in the aggregate reduce the actual returns experienced by an investor.
2
Annualized as at December 31, 2010
101
| Brookfield Asset Management Inc.