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Ftse4good Emerging Latin America Index

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Ftse4good Emerging Latin America Index FTSE Russell Factsheet FTSE4Good Emerging Latin America Index Data as at: 31 August 2021 bmkTitle1 The FTSE4Good Emerging Latin America Index is a tool for investors that wish to align their FEATURES portfolios with their values, or seek to invest in companies based on their management of ESG risks and demonstration of leading management practices. The FTSE4Good Emerging Latin Transparency America Index is designed to measure the performance of companies in the Latin America Index governance is overseen by the market that meet the globally recognised ESG inclusion standards used by the FTSE4Good Index independent FTSE Russell ESG Advisory Series. Committee, made up of leading global 3-Year Performance - Total Return sustainable investment market practitioners (USD) and experts on global Environmental, Social 130 and Governance (ESG) principles and criteria 120 used to determine comparative corporate 110 ESG performance. 100 90 Criteria 80 Companies need to meet a variety of 70 environmental, social and governance 60 criteria to meet the inclusion requirements. Aug-2018 Feb-2019 Aug-2019 Feb-2020 Aug-2020 Feb-2021 Aug-2021 Data as at month end Please see www.ftserussell.com for details Objective FTSE4Good Emerging Latin America FTSE Emerging Latin America The indexes are designed for use in the creation of index tracking funds, derivatives Performance and Volatility - Total Return and as performance benchmarks. Index (USD) Return % Return pa %* Volatility %** Investability 3M 6M YTD 12M 3YR 5YR 3YR 5YR 1YR 3YR 5YR Stocks are selected and weighted to ensure FTSE4Good Emerging Latin America -1.1 14.3 3.5 29.9 6.8 7.4 2.2 1.4 23.0 32.6 29.5 that the indexes are investable. FTSE Emerging Latin America -1.6 16.5 5.1 34.8 14.3 22.9 4.6 4.2 24.0 33.8 30.4 Liquidity * 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 Stocks are screened to ensure that the indexes are tradable. Year-on-Year Performance - Total Return Index % (USD) 2016 2017 2018 2019 2020 Availability FTSE4Good Emerging Latin 25.3 23.4 -10.5 18.0 -15.7 The indexes are calculated based on price America and total return methodologies, both real FTSE Emerging Latin America 31.6 23.0 -6.2 20.2 -14.3 time and end-of-day. Return/Risk Ratio and Drawdown - Total Return Industry Classification Benchmark Index (USD) Return/Risk Ratio Drawdown (%) (ICB) 1YR 3YR 5YR 10YR 1YR 3YR 5YR 10YR Index constituents are categorized in FTSE4Good Emerging Latin America 1.3 0.1 0.0 - -13.2 -52.0 -54.6 - accordance with the Industry Classification FTSE Emerging Latin America 1.4 0.2 0.1 -0.1 -13.9 -54.0 -54.0 -60.2 Benchmark (ICB), the global standard for industry sector analysis. 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. FTSE4Good Emerging Latin America Index Data as at: 31 August 2021 Top 10 Constituents (by MCap) INFORMATION Constituent Country ICB Sector FTSE4Good Emerging Latin FTSE Emerging Latin Diff % America (Wgt %) America (Wgt %) Index Universe Telecommunications Service America Movil L Mexico 6.52 4.32 2.20 FTSE Emerging Index Providers Itau Unibanco Holding Base Date Brazil Banks 6.36 4.22 2.15 SA 22 June 2015 Banco Bradesco S/A Brazil Banks 4.68 3.10 1.58 Pref. Base Value Grupo Banorte O Mexico Banks 4.18 2.77 1.41 5000 Wal-Mart de Mexico Mexico Retailers 4.03 2.67 1.36 S.A.B. de C.V. Investability Screen Investment Banking and B3 SA Brazil 3.69 2.44 1.25 Actual free float applied and liquidity Brokerage Services screened Femsa UBD Mexico Beverages 3.48 2.31 1.18 Grupo Mexico Mexico Industrial Metals and Mining 3.23 2.14 1.09 Index Calculation Ambev SA Brazil Beverages 3.19 2.11 1.08 Real-time and end-of-day index available Cemex Sa Cpo Line Mexico Construction and Materials 2.66 1.76 0.90 End-of-Day Distribution Totals 42.02 27.84 Via FTP and email ICB Industry Breakdown Currency FTSE4Good Emerging Latin FTSE Emerging Latin America USD, GBP, EUR, JPY America Review Dates ICB Code ICB Industry No. of Cons Wgt % No. of Cons Wgt % Diff % 10 Technology - - 2 0.85 -0.85 Semi-annually in June and December 15 Telecommunications 4 7.93 6 5.57 2.36 20 Health Care 5 3.56 6 2.78 0.78 30 Financials 22 31.12 32 23.48 7.65 35 Real Estate 2 0.92 10 1.51 -0.59 40 Consumer Discretionary 15 14.37 20 11.52 2.86 45 Consumer Staples 15 13.69 22 10.95 2.74 50 Industrials 7 7.44 17 7.63 -0.19 55 Basic Materials 10 11.07 15 19.14 -8.06 60 Energy 5 4.94 7 10.52 -5.58 65 Utilities 17 4.95 25 6.06 -1.11 Totals 102 100.00 162 100.00 Country Breakdown FTSE4Good Emerging Latin FTSE Emerging Latin America America Country No. of Cons Wgt % No. of Cons Wgt % Diff % Brazil 62 58.38 95 66.82 -8.44 Chile 18 8.13 23 5.93 2.20 Colombia 7 3.16 10 2.53 0.62 Mexico 15 30.34 34 24.72 5.62 Totals 102 100.00 162 100.00 Index Characteristics Attributes FTSE4Good Emerging Latin America FTSE Emerging Latin America Number of constituents 102 162 Dividend Yield % 2.78 3.97 Constituent (Wgt %) Average 0.98 0.62 Largest 6.52 11.24 Median 0.58 0.30 Top 10 Holdings (Wgt %) 42.02 40.32 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. FTSE4Good Emerging Latin America Index Data as at: 31 August 2021 bmkImage1 bmkImage2 bmkImage3 © 2021 London Stock Exchange Group plc and its applicable group undertakings (the “LSE Group”). The LSE Group includes (1) FTSE International Limited (“FTSE”), (2) Frank Russell Company (“Russell”), (3) FTSE Global Debt Capital Markets Inc. and FTSE Global Debt Capital Markets Limited (together, “FTSE Canada”), (4) MTSNext Limited (“MTSNext”), (5) Mergent, Inc. (“Mergent”), (6) FTSE Fixed Income LLC (“FTSE FI”), (7) The Yield Book Inc (“YB”) and (8) Beyond Ratings S.A.S. (“BR”). All rights reserved. FTSE Russell® is a trading name of FTSE, Russell, FTSE Canada, MTSNext, Mergent, FTSE FI, YB and BR. “FTSE®”, “Russell®”, “FTSE Russell®”, “MTS®”, “FTSE4Good®”, “ICB®”, “Mergent®”, “The Yield Book®”, “Beyond Ratings®” and all other trademarks and service marks used herein (whether registered or unregistered) are trademarks and/or service marks owned or licensed by the applicable member of the LSE Group or their respective licensors and are owned, or used under licence, by FTSE, Russell, MTSNext, FTSE Canada, Mergent, FTSE FI, YB or BR. FTSE International Limited is authorised and regulated by the Financial Conduct Authority as a benchmark administrator. All information is provided for information purposes only. All information and data contained in this publication is obtained by the LSE Group, from sources believed by it to be accurate and reliable. Because of the possibility of human and mechanical error as well as other factors, however, such information and data is provided "as is" without warranty of any kind. No member of the LSE Group nor their respective directors, officers, employees, partners or licensors Data definitions available from make any claim, prediction, warranty or representation whatsoever, expressly or impliedly, either as to the accuracy, timeliness, completeness, merchantability of any information or of results to be obtained from the use of FTSE Russell products, including but not limited to indexes, data and [email protected] analytics, or the fitness or suitability of the FTSE Russell products for any particular purpose to which they might be put. Any representation of historical data accessible through FTSE Russell products is provided for information purposes only and is not a reliable indicator of future performance. To learn more, visit www.ftserussell.com; No responsibility or liability can be accepted by any member of the LSE Group nor their respective directors, officers, employees, partners or licensors for (a) email [email protected]; or any loss or damage in whole or in part caused by, resulting from, or relating to any error (negligent or otherwise) or other circumstance involved in call your regional Client Services Team office: procuring, collecting, compiling, interpreting, analysing, editing, transcribing, transmitting, communicating or delivering any such information or data or from use of this document or links to this document or (b) any direct, indirect, special, consequential or incidental damages whatsoever, even if any member of EMEA the LSE Group is advised in advance of the possibility of such damages, resulting from the use of, or inability to use, such information. +44 (0) 20 7866 1810 No member of the LSE Group nor their respective directors, officers, employees, partners or licensors provide investment advice and nothing contained herein or accessible through FTSE Russell products, including statistical data and industry reports, should be taken as constituting financial or investment advice or a financial promotion.
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