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GLOBAL MASTERS FUND LIMITED Net Asset Value 2012

May 10, 2012

64981_rns_2012-05-10_a4d9f090-b841-4b33-bb65-377ee389b5c2.pdf

Net Asset Value

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10 May 2012

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Company Announcements Office Australian Stock Exchange Exchange Centre Level 6 20 Bridge Street SYDNEY NSW 1215

Net Tangible Asset Backing at 30 April 2012

The unaudited NTA of the Company was as follows:

Before estimatedtax on unrealisedgains After estimatedtax on unrealisedgains
at 30 April 2012 87.76 ¢ 87.76¢
at 31 March 2012 89.01 ¢ 89.01 ¢

The decrease in the NTA between end of March 2012 and end of April 2012 was mainly due to a decrease in the market value of its investment in the Australian listed entity (HIP). The slight weakening of the Australian Dollar helped support the NTA.

For further information please call the Company Secretary on 1300 552 660.

Yours faithfully,

GLOBAL MASTERS FUND LIMITED

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Brian Jones Company Secretary

Global Masters Fund Limited ABN 84 109 047 618

Level 1 12 O’Connell Street Sydney NSW 2000 Australia

Tel: +61 1300 552 660 Fax: +61 2 8815 5401 Email: [email protected] www.globalmastersfund.com.au