Sulzer; 25 July, Rieter & Lonza; 26 July, ABB, CS Group, Logitech & Sika 36 UBS For further information please contact CIO's asset class specialist Stefan Meyer, [email protected] Preference: underweight Recommendations Tactical (6 months) e We favor companies with a strong and broad foothold in emer

October 24, 2012 Note: Past performance is not an indication of future returns. For further information please contact ClO's asset class specialist Stefan Meyer, [email protected] u Please see important disclaimer and disclosures at the end of the document. HOUSE_OVERSIGHT_025264 --- PAGE BREAK --- J