FTSE Russell Factsheet FTSE Coast Kuwait 40 Index Data as at: 31 August 2021 bmkTitle1 The FTSE Coast Kuwait 40 Index is designed to track the performance of the top 40 stocks FEATURES traded on the Kuwait Stock Exchange in real time for the purpose of derivatives trading. The index constituents are ranked by investable market capitalisation and by liquidity and account for Coverage approximately 65% of the total market capitalisation of the Kuwait Stock Exchange. The Kuwait The index tracks the performance of the 40
stock market is one of the best performing and stable markets in the Middle East. most liquid stocks trading on the Kuwait
5-Year Performance - Total Return Stock Exchange.
(KWD) Objective 220 The index is designed for use in the creation 200 of index tracking funds, derivatives and as a 180 performance benchmark. 160
Investability 140
120 Stocks are selected and weighted to ensure
100 that the index is investable. Aug-2016 Aug-2017 Aug-2018 Aug-2019 Aug-2020 Aug-2021 Liquidity
Stocks are screened to ensure that the index FTSE Coast Kuwait 40 is tradable.
Transparency
Performance and Volatility - Total Return
The index uses a transparent, rules-based Index (KWD) Return % Return pa %* Volatility %** construction process. Index Rules are freely
3M 6M YTD 12M 3YR 5YR 3YR 5YR 1YR 3YR 5YR available on the FTSE website. FTSE Coast Kuwait 40 10.4 22.9 24.9 30.0 50.3 111.4 14.6 16.2 11.4 20.3 15.9 Availability
* Compound annual returns measured over 3 and 5 years respectively The index is calculated based on price and ** Volatility – 1YR based on 12 months daily data. 3YR based on weekly data (Wednesday to Wednesday). 5YR based on monthly data
total return methodologies, both real time
Year-on-Year Performance - Total Return and end-of-day.
Index % (KWD) 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Industry Classification Benchmark FTSE Coast Kuwait 40 -18.0 2.1 6.9 -4.9 -14.3 4.6 12.5 11.3 31.7 -8.4
Index constituents are categorized in
accordance with the Industry Classification Return/Risk Ratio and Drawdown - Total Return
Benchmark (ICB), the global standard for Index (KWD) Return/Risk Ratio Drawdown (%) industry sector analysis.
1YR 3YR 5YR 10YR 1YR 3YR 5YR 10YR
FTSE Coast Kuwait 40 3.5 0.7 1.0 0.4 -7.9 -32.5 -32.5 -38.6
Return/Risk Ratio – based on compound annual returns and volatility in Performance and Volatility table Drawdown - based on daily 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 Coast Kuwait 40 Index Data as at: 31 August 2021
Top 10 Constituents INFORMATION
Constituent ICB Sector Net MCap (KWDm) Wgt % Index Universe National Bank of Kuwait Banks 6,355 30.45 All stocks listed on the Kuwait Stock Kuwait Finance House Banks 3,629 17.39 Exchange for more than 90 days Ahli United Bank B.S.C. Banks 1,694 8.12
Mobile Telecommunications Co KSC Telecommunications Service Providers 1,291 6.19 Index Launch
Agility Public Warehousing Co KSC Industrial Transportation 1,226 5.87 24 July 2008 Boubyan Bank KSC Banks 756 3.62 Base Date Commercial Bank of Kuwait Banks 745 3.57 8 January 2007 Mabanee Co. S.A.K.C. Real Estate Investment and Services Development 434 2.08
Gulf Bank Banks 406 1.95 Base Value
HumanSoft Holding Company Consumer Services 330 1.58 100
Totals 16,868 80.83 Investability Screen
Free-float adjusted and liquidity screened ICB Supersector Breakdown
ICB Code ICB Supersector No. of Cons Net MCap (KWDm) Wgt % Index Calculation
1510 Telecommunications 2 1,453 6.96 Real time and end of day
3010 Banks 11 14,422 69.11 End-of-Day Distribution 3020 Financial Services 9 1,084 5.19 Via FTP and email 3510 Real Estate 6 1,135 5.44 Currency 4020 Consumer Products and Services 1 330 1.58
4050 Travel and Leisure 1 120 0.57 KWD, USD
4510 Food Beverage and Tobacco 1 68 0.33 Review Dates 5010 Construction and Materials 1 84 0.40 May & November
5020 Industrial Goods and Services 5 1,475 7.07
5520 Chemicals 2 556 2.66
6510 Utilities 1 141 0.68
Totals 40 20,868 100.00
Index Characteristics
Attributes FTSE Coast Kuwait 40
Number of constituents 40
Net MCap (KWDm) 20,868
Dividend Yield % 2.07
Constituent Sizes (Net MCap KWDm)
Average 522
Largest 6,355
Smallest 33
Median 164
Weight of Largest Constituent (%) 30.45
Top 10 Holdings (% Index MCap) 80.83
About Coast Investment & Development Company
Coast Investment and Development Company is one of the leading financial institutions in Kuwait and the region. Coast was established in 1975 and listed on the Kuwait Stock Exchange in 1989. Its current paid-up capital is 62 million KWD (220 million USD). Coast is engaged in a
variety of investment management activities including private equity, asset management and real estate investments both locally and internationally. Coast is also an active player in the local, GCC and international markets offering a wide array of investment services including portfolio and fund management, advisory services, corporate finance and investment banking services.
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 Coast Kuwait 40 Index 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.