| Corporation Sp.zo.o. Kotak Mahindra Bank Ltd PlanetRead APCO Worldwide Inc. Arizona State University Kohlberg Kravis Roberts & Co. PKN ORLEN SA GE Energy The New York Times Alstom Environmental Defense Fund Kudelski Group UNEP/Wuppertal Institute Collaborating Centre on Sustainable Consumption and

~~ _ = —N N N N N N N N N 0 85 25885852825 mum Tech (MO Financials oo nk? i > > > 2 > = ~~ ) Discretionary (QW Industrials TONNE NNN NN NN i Staples GE Energy ems |_argest sector weight in the S&P500 = === Current = 95th %-ile A1B(RHS) ===—=S8P Value (SVX) (B) ====S&P Growth (SGX) (A) Source: BofA Merrill L