Index Factsheet

MSCI World Thematic Rotation Select 10%Risk Control Index
The MSCI World Thematic Rotation Select Index 10% Risk Control Index aims to represent the performance of MSCI World ThematicRotation Select Index while targeting an annualized volatility of 10%.
For a complete description of the index methodology, please see Index methodology - MSCICumulative index performance

Annual performance (%)

USD RETURNS MARCH 2015 – AUGUST 2024
YEAR

MSCI World Thematic Rotation Select 10% RiskControl

2023

11.12

2022

-13.09

2021

9.34

2020

13.89

2019

15.62

2018

2.08201732.27

2016

2.96

Index performance
USD RETURNS (%) AUGUST 30, 2024
ANNUALIZED RETURNINDEXMSCI World Thematic Rotation Select 10% Risk
Control

1 Month 3 Months

1 YearYear to Date

3 Years

5 Years

10 Years

Since Mar 31, 2015

-0.49

5.31

2.36

0.30

5.42

-

7.33

-0.33

Index risk and return characteristics(%) AUGUST 30, 2024
ANNUALIZED STANDARD DEVIATIONINDEXMSCI World Thematic Rotation Select 10% Risk
Control

3 Years

5 Years

10 Years

Since Mar 31, 2015

10.26

9.40

-10.19MSCI World Thematic Rotation Select 10% Risk Control Index | msci.com

Information Classification: GENERAL

Index Factsheet
MSCI World Thematic Rotation Select Index

Top 10 constituents

Sector Weights

SectorIndex Wt. (%)

APPLEInfo Tech

5.01

NVIDIA

Info Tech

4.97

META PLATFORMS A

Comm Srvcs

4.91

AMAZON.COM

Cons Discr

4.26

ADVANCED MICRO DEVICES

Info Tech

3.15

ADOBE

Info Tech

2.92

MICROSOFT CORP

Info Tech

2.83

VISA A

Financials

2.77

MASTERCARD A

Financials

2.61

SALESFORCE

Info Tech

Total

2.35
35.76

Country Weights

ABOUT MSCI INC.
MSCI is a leading provider of critical decision support tools and services for the global investment community.
With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients tounderstand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading
research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. To learn
more, please visit www.msci.com.
The information contained herein (the “Information”) may not be reproduced or redisseminated in whole or in part without prior written permission from MSCI. The Information may not be used to verify orcorrect other data, to create indexes, risk models, or analytics, or in connection with issuing, offering, sponsoring, managing or marketing any securities, portfolios, financial products or other investment vehicles.
Historical data and analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information or MSCI index or other product or service
constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy. Further, none of the Information or any MSCI index isintended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. The Information is provided “as is” and the user ofthe Information assumes the entire risk of any use it may make or permit to be made of the Information. NONE OF MSCI INC. OR ANY OF ITS SUBSIDIARIES OR ITS OR THEIR DIRECT OR INDIRECT SUPPLIERSOR ANY THIRD PARTY INVOLVED IN THE MAKING OR COMPILING OF THE INFORMATION (EACH, AN “MSCI PARTY”) MAKES ANY WARRANTIES OR REPRESENTATIONS AND, TO THE MAXIMUM EXTENTPERMITTED BY LAW, EACH MSCI PARTY HEREBY EXPRESSLY DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. WITHOUTLIMITING ANY OF THE FOREGOING AND TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL ANY OF THE MSCI PARTIES HAVE ANY LIABILITY REGARDING ANY OF THE INFORMATION FOR
ANY DIRECT, INDIRECT, SPECIAL, PUNITIVE, CONSEQUENTIAL (INCLUDING LOST PROFITS) OR ANY OTHER DAMAGES EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES.The foregoing shall notexclude or limit any liability that may not by applicable law be excluded or limited.
©2024 MSCI Inc. All rights reserved

MSCI World Thematic Rotation Select 10% Risk Control Index | msci.com

Information Classification: GENERAL