FTSE Africa Index Series Presentation

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FTSE Africa Index Series Presentation

  1. 1. FTSE ASEA Pan Africa Index SeriesGlobal Standards for African Investors
  2. 2. Presentation TitlePage 2Genesis of the FTSE ASEA Pan Africa Index Series• African capital markets and regulatory environments are evolving rapidly• Increased levels of both domestic and foreign investment• Interest in frontier and emerging markets is high• Investor desire for passive exposure is growing• Africa in focus as source of return and portfolio diversificationCreating a need for• Enhanced transparency and visibility in African capital markets• Independent metrics for research and performance measurement• Representative African benchmarks built to world class standards• New access products and investment choices
  3. 3. Presentation TitlePage 3Tradable foundation for differentiated financial product creationTransparent, publicly available rule setOverviewRepresentative benchmark indexFTSE ASEA Pan Africa Index SeriesFTSE ASEA Pan AfricaIndex Series providesa tradable compositionalongside acomprehensive, representative performancebenchmark forsecurities trading on19 African exchangesBotswana, Cameroon, Cape Verde, Egypt, Ghana, IvoryCoast, Kenya, Libya, Mauritius, Morocco, Mozambique, Nigeria, Rwanda, Tanzania, Tunisia, Uganda, Tanzania, Zambia, Zimbabwe
  4. 4. Presentation TitlePage 4The FTSE DifferenceAuthorityFTSE has been creating indices since1984, and have been serving Africaninvestors for over a decade.InnovationIncreasing visibility and investmentoptions for domestic andinternational investorsRepresentativenessCovering 19 major Africanmarkets, capped at country level toavoid overweightingResponsivenessDeveloped in conjunction withextensive market feedback to meetmarket needsCollaborationResult of successful pan-Africancollaboration to build a betterbenchmarkStrong GovernanceIndependent committees structureand freely available ground rulesThe FTSE ASEA Pan Africa Index Series is developed to FTSE’s world class standards, emphasizing:
  5. 5. Presentation TitlePage 5Index MethodologyEligible Securities: Equities listed on ASEA memberexchangesWeighting: Free float band adjusted, marketcapitalization weightedScreening & Capping: Liquidity screening ensurestradability. Capped at 20% at country level, maximum 30stocks per countryGovernance: Reviewed in June & December byindependent committeesCalculation: Price and Total Return, End of Day
  6. 6. Presentation TitlePage 6ICB Industry Weights & ConstituentsSource: FTSE GroupData as at 22 November 20127.3814.7229.2183.5711.4615.11810.9100.1225441.640% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%WeightConstituentsOil & Gas Basic Materials Industrials Consumer Goods Healthcare Consumer Servcies Telecommunications Utilities Financials Technology
  7. 7. Presentation TitlePage 7Country Weights & ConstituentsSource: FTSE GroupData as at 22 November 20123.3919.5302.6105.41510.62256.433019.153021.79304.9170.7130.7130.8563.89260% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%WeightConstituentsBotswana Egypt Ghana Ivory Coast Kenya Mauritius Morocco Nigeria Tunisia Uganda Tanzania Zambia Zimbabwe
  8. 8. Presentation TitlePage 8Performance8090100110120130140Oct-2009 Apr-2010 Oct-2010 Apr-2011 Oct-2011 Apr-2012 Oct-2012FTSE ASEA Pan Africa Index ex South Africa FTSE Secondary Emerging FTSE Frontier 50% Performance Total Return (USD)1W 1M 3M 6M 12M YTD 3Y 5YFTSE ASEA Pan Africa Index ex South Africa -0.2 -0.7 6.8 11.4 19.5 20.5 12.8FTSE Secondary Emerging 2.2 -1.0 5.2 14.1 15.7 14.0 9.0 -9.2FTSE Frontier 50 -0.2 -1.2 4.8 6.4 10.6 9.7 -8.8 -44.8
  9. 9. Presentation TitlePage 9SummaryThe FTSE ASEA Pan Africa Index Series provides:• A representative benchmark for African equity portfolios• A tradable foundation for new investment products• World class independent index design, management and governance• Greater transparency and visibility for African markets• Global standards for African investors
  10. 10. Presentation TitlePage 10More InformationName: Jonathan CooperTitle: Managing Director, Middle East & AfricaTel no: +971 4 319 9901Email: Jonathan.Cooper@FTSE.comFTSE Indices“FTSE®” is a trade mark of the London Stock Exchange Group companies and is used by FTSE International Limited (“FTSE”) under licence. All rights in andto the [FTSE ASEA Pan Africa Index Series] (“Index”) vest in FTSE. The Industry Classification Benchmark (“ICB”) is owned by FTSE.All information is provided for information purposes only. Every effort is made to ensure that all information given in this publication is accurate, but noresponsibility or liability can be accepted by FTSE or its licensors for any errors or for any loss from use of this publication. Neither FTSE nor any of itslicensors makes any claim, prediction, warranty or representation whatsoever, expressly or impliedly, either as to the results to be obtained from the use of thename of the Index set out above or the fitness or suitability of the Index for any particular purpose to which it might be put. No part of this information may bereproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, withoutprior written permission of FTSE. Distribution of FTSE data and the use of FTSE Indices to create financial products requires a licence with FTSE and/or itslicensors. FTSE does not accept any liability to any person for any loss or damage arising out of any error or omission in the ICB.
  11. 11. Presentation TitlePage 11NEW YORK LONDON HONG KONG TOKYO BEIJING BOSTON DUBAI MILAN MUMBAI PARIS SAN FRANCISCO SHANGHAI SYDNEY

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