FTSE Russell Factsheet FTSE Bursa Malaysia Asian Palm Oil Plantation Data as at: 31 August 2021
Index (MYR) FEATURES
bmkTitle1 Coverage The FTSE Bursa Malaysia Asian Palm Oil Plantation Index has been designed to provide easy The eligible universe comprises: China – B access to investors who wish to participate in Asia’s burgeoning palm oil industry. This Asian Shares, H Shares, and Red Chips, Hong index aims to capture the performance of companies that earn a substantial proportion of their revenue from palm oil activities. Palm oil activities include production, ownership or operation of Kong SAR, India, Indonesia, Malaysia,
palm oil and palm oil plantations. Pakistan, Philippines, Singapore, South
Korea, Taiwan and Thailand. Screening Highlights
Objective • Only companies that have a market capitalisation of greater than USD 100 million are eligible to be included in the index. The index has been designed for the • To be included in the index a company is required to have greater than 30% of total revenue creation of structured products, index from palm oil related activities. tracking funds and exchange traded funds • Existing constituents will no longer be eligible if total revenue from palm oil related activities (ETFs) or can be used as a performance falls below 20%. benchmark. • For a country to be eligible in the FTSE Bursa Malaysia Asian Palm Oil Plantation Index, its Investability companies aggregated together must have an index weighting of greater than 2%.
Stocks are free-float weighted to ensure that
Currency only the investable opportunity set is
included within the indices. Stocks are Data is provided in Malaysian Ringgit (MYR) in this factsheet. A separate US Dollar (USD) version capped at 18% on a quarterly basis to avoid is also available on www.ftse.com.
over-concentration of any one stock. 5-Year Performance - Total Return Return
(MYR) Liquidity
200 Stocks are screened to ensure that the index
180 is tradable.
160 Transparency 140 Index rules are freely available on the FTSE 120 website. 100 Availability 80 Aug-2016 Aug-2017 Aug-2018 Aug-2019 Aug-2020 Aug-2021 The index is calculated based on price and Data as at month end total return methodologies, both real time and end-of-day. Net of tax indices are also FTSE Bursa Malaysia Asian Palm Oil Plantation FTSE Asia Pacific ex Japan, Australia and NZ
available.
Industry Classification Benchmark Performance and Volatility - Total Return
Index constituents are categorized in Index (MYR) Return % Return pa %* Volatility %** accordance with the Industry Classification 3M 6M YTD 12M 3YR 5YR 3YR 5YR 1YR 3YR 5YR Benchmark (ICB), the global standard for FTSE Bursa Malaysia Asian Palm Oil -4.9 -8.2 -5.7 -2.0 -2.0 -1.8 -0.7 -0.4 12.3 15.7 13.9 Plantation industry sector analysis.
FTSE Asia Pacific ex Japan, Australia -4.2 -0.9 5.3 19.3 38.2 77.1 11.4 12.1 14.9 16.7 13.5 and NZ
* Compound annual returns measured over 3 and 5 years respectively ** Volatility – 1YR based on 12 months daily data. 3YR based on weekly data (Wednesday to Wednesday). 5YR based on monthly data
Source: FTSE Russell as at 31 August 2021. Past performance is no guarantee of future results. 1 of 3
Returns shown before the index launch date reflect hypothetical historical performance. Please see disclaimer for important legal information. FTSE Bursa Malaysia Asian Palm Oil Plantation Index (MYR) Data as at: 31 August 2021
Year-on-Year Performance - Total Return INFORMATION
Index % (MYR) 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Index Universe FTSE Bursa Malaysia Asian Palm -2.7 -5.1 4.1 -6.1 -4.2 12.6 -1.6 -10.7 15.6 -4.5 Oil Plantation Universes of developed, advanced emerging FTSE Asia Pacific ex Japan, -14.6 18.9 10.3 12.9 12.2 11.3 25.6 -12.5 16.7 23.7 and secondary emerging countries as Australia and NZ
classified by FTSE in the Asia Pacific region
Return/Risk Ratio and Drawdown - Total Return excluding Japan, Australia and New Zealand
Index (MYR) Return/Risk Ratio Drawdown (%) Index Launch
1YR 3YR 5YR 10YR 1YR 3YR 5YR 10YR 18 May 2009 FTSE Bursa Malaysia Asian Palm Oil -0.2 0.0 0.0 0.0 -18.5 -31.0 -34.2 -34.8 Plantation Base Date
FTSE Asia Pacific ex Japan, Australia and NZ 1.2 0.7 0.9 0.9 -11.9 -23.6 -23.6 -23.6 31 March 2006
Base Value Return/Risk Ratio – based on compound annual returns and volatility in Performance and Volatility table Drawdown - based on daily data
6000
Top 5 Constituents Investability Screen
Constituent Country ICB Sector Net MCap (MYRm) Wgt % Free-float adjusted and liquidity screened IOI Malaysia Food Producers 12,063 19.12 Index Calculation Sime Darby Plantation Malaysia Food Producers 11,428 18.12 Real-time and end-of-day indices available Wilmar International Limited Singapore Food Producers 10,095 16.00
Kuala Lumpur Kepong Malaysia Food Producers 10,042 15.92 End-of-Day Distribution
Golden Agri-Resources Singapore Food Producers 4,515 7.16 Via FTP and email Totals 48,144 76.32 Currency
MYR, EUR, GBP, USD and JPY (base ICB Sector Breakdown
currency MYR and USD) ICB Code ICB Sector No. of Cons Net MCap (MYRm) Wgt %
451020 Food Producers 20 62,309 98.77 Review Dates
501010 Construction and Materials 1 774 1.23 Semi annually in June and December
Totals 21 63,083 100.00
Country Breakdown
Country No. of Cons Net MCap (MYRm) Wgt %
Indonesia 7 4,821 7.64
Malaysia 10 40,859 64.77
Singapore 4 17,403 27.59
Totals 21 63,083 100.00
Index Characteristics
Attributes FTSE Bursa Malaysia Asian Palm Oil FTSE Asia Pacific ex Japan, Plantation Australia and NZ
Number of constituents 21 1717
Net MCap (MYRm) 63,083 30,568,254
Dividend Yield % 2.36 1.92
Constituent Sizes (Net MCap MYRm)
Average 3,004 17,803
Largest 12,063 2,210,255
Smallest 261 0
Median 943 4,600
Weight of Largest Constituent (%) 19.12 7.23
Top 10 Holdings (% Index MCap) 89.80 28.72
31 August 2021
Source: FTSE Russell as at 31 August 2021. Past performance is no guarantee of future results. 2 of 3 Returns shown before the index launch date reflect hypothetical historical performance. Please see disclaimer for important legal information. FTSE Bursa Malaysia Asian Palm Oil Plantation Index (MYR) Data as at: 31 August 2021
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Source: FTSE Russell as at 31 August 2021. Past performance is no guarantee of future results. 3 of 3 Returns shown before the index launch date reflect hypothetical historical performance. Please see disclaimer for important legal information.