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Financial highlights (unaudited)

We may be operating in a difficult market environment, but the strength of our balance sheet, the diversity of our risk portfolio and our ability to execute on our strategy delivered excellent results in 2007, and make us confident in our ability to continue driving success going forward.

in USD millions, for the years ended December 31 2007 2006 Change1
Business operating profit 6,614 6,035 10%
Net income attributable to shareholders 5,626 4,620 22%
       
General Insurance gross written premiums and policy fees 35,650 34,123 4%
Global Life gross written premiums, policy fees and insurance deposits 21,703 21,022 3%
Farmers Management Services management fees
and other related revenues
2,266 2,133 6%
General Insurance business operating profit 4,024 3,804 6%
General Insurance combined ratio 95.6% 93.9% (1.7 pts)
Global Life business operating profit 1,443 1,200 20%
Global Life new business annual premium equivalent (APE) 2,947 2,500 18%
Global Life new business margin, after tax (as % of APE) 24.7% 21.6% 3.1 pts
Global Life new business value, after tax 729 539 35%
Farmers Management Services business operating profit 1,271 1,225 4%
Farmers Management Services gross operating margin 46.6% 50.1% (3.5 pts)
Farmers Management Services managed gross earned premium margin 2 6.8% 7.3% (0.5 pts)
Group investments average invested assets 191,790 185,371 3%
Group investments result, net 10,089 9,434 7%
Group investments return (as % of average invested assets) 5.3% 5.1% 0.2 pts
Shareholders' equity 28,804 25,587 13%
Diluted earnings per share (in CHF) 46.37 39.52 17%
Return on common shareholders' equity (ROE) 21.0% 20.4% 0.6 pts
Business operating profit (after tax) return on common shareholders' equity 18.7% 19.5% (0.8 pts)

1 Parentheses around numbers represent an adverse variance.

2 Farmers Management Services managed gross earned premium margin is calculated as gross operating profit of Farmers Management Services divided by the gross earned premiums of the Farmers Exchanges, which we manage, but do not own.

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