Description
1
THEME INDICES
STOXX® GLOBAL 3D PRINTING TRADABLE
INDEX
Stated objective
Key facts
The STOXX Global 3D Printing Tradable Index is designed to give a
diversified representation of companies in this emerging and
booming technology. 3D printing is the process of making virtually
any shape from a digital model. As an additive manufacturing
technology, it has wide applications across many industries, including
aerospace, health and biotech, education and manufacturing.
» One of the first indices to represent this relatively new technology
on a global scale
» Diversified with regard to geography and sector
» 40% of the index consists of companies that derive 100% of their
revenue from 3D printing
Descriptive statistics
Index
Market cap (USD bn.)
STOXX Global 200 Index
Free-float
30.2
Mean
93.0
17,472.4
STOXX Global 3D Printing Tradable Index
16,086.8
80.4
Component weight (%)
Median Largest Smallest
93.4
118.6
69.7
59.5
555.1
Largest
9.8
3.7
3.5
Turnover (%)
Smallest Last 12 months
5.8
43.8
0.0
8.1
Country weighting
Supersector weighting (top 10)
Risk and return figures
Components ( USD bn.)
Full
41.4
1
Index returns
Return (%)
Annualized return (%)
Last month
STOXX Global 3D Printing Tradable Index
STOXX Global 200 Index
YTD
1Y
3Y
5Y
Last month
YTD
1Y
3Y
5Y
-14.0
-14.0
-33.5
-3.0
84.8
-84.9
-84.9
-32.9
-1.0
12.7
-5.5
-5.5
-3.2
17.8
34.1
-50.6
-50.6
-3.1
5.5
5.9
Annualized Sharpe ratio2
Index volatility and risk
Annualized volatility (%)
STOXX Global 3D Printing Tradable Index
27.2
27.2
19.0
20.6
25.0
-7.2
-7.2
-2.1
STOXX Global 200 Index
Index to benchmark
20.1
20.1
14.3
11.4
14.0
Correlation
-3.8
-3.8
-0.3
STOXX Global 3D Printing Tradable Index
0.8
0.8
0.7
0.6
0.7
Beta
17.6
17.6
1.3
-6.6
Index to benchmark
STOXX Global 3D Printing Tradable Index
1
2
1.0
For information on data calculation, please refer to STOXX calculation reference guide.
Based on Euribor1m
1.0
0.9
1.1
13.4
-0.1
0.5
0.5
0.4
Tracking error (%)
16.6
17.9
Annualized information ratio
-6.6
-2.7
-0.4
0.4
(USD, gross return), all data as of Jan. 29, 2016
INNOVATIVE.
GLOBAL. INDICES. . 2 THEME INDICES STOXX® GLOBAL 3D PRINTING TRADABLE INDEX Fundamentals (for last 12 months) Price/earnings incl. negative Index Price/earnings excl. negative Price/ book Price/ sales Price/ cash flow Trailing Projected Trailing Projected Trailing Dividend yield (%) 4 Trailing Trailing Trailing STOXX Global 3D Printing Tradable Index 13.3 33.9 34.7 30.3 1.8 0.3 2.1 175.6 STOXX Global 200 Index 17.9 15.0 16.8 15.0 0.2 2.6 1.7 17.2 3 Performance and annual returns Methodology To be included in the STOXX 3D Global Printing Tradable Index, a company must pass through the following criteria - generate more than 1% of its revenue from the 3D printing sector, have a minimum three-month average daily trading volume (3-month ADTV) of 250,000 euros, a minimum free-float market cap of 80 million euros and be listed in a country classified as a developed market according to STOXX's country classification model. All companies that meet these requirements are ranked by free-float market cap. The top 30 companies will be selected for inclusion in the index.
The detailed methodology including the calculation formula can be found in our rulebook: www.stoxx.com/indices/rulebooks.html Quick facts Versions and symbols Reuters STG3DPGT EUR CH0208295532 STG3DPT STG3DPT INDEX .STG3DPT Price EUR CH0208293404 STG3DPP CH0208295656 STG3DPGU STG3DPGU Net Return USD CH0208295623 STG3DPU STG3DPU INDEX .STG3DPU Price USD CH0208295599 STG3DPK STG3DPK INDEX .STG3DPK 30 or fewer Review frequency Annually (September) Calculation/distribution Price (EUR/USD), net return, gross return (EUR/USD): end-of-day End-of-day: 10:15 pm CET 100 as of Sep. 17, 2010 Available daily back to Sep. 17, 2010 Apr.
18, 2013 STG3DPP INDEX .STG3DPP Gross Return USD No. of components .STG3DPGT Net Return No Inception date Bloomberg STG3DPGT Cap factor History Symbol CH0208295565 Equal weighting Base value/base date ISIN Gross Return EUR Weighting Calculation hours Index .STG3DPGU Complete list available here: www.stoxx.com/data/vendor_codes.html 3 4 STOXX data from Jan. 31, 2011 to Jan.
28, 2016 gr. div. yield is calculated as gr.
return index return minus price index return CONTACT DETAILS STOXX customer support P +41 58 399 5900 customersupport@stoxx.com www.stoxx.com Zurich/headquarters: P +41 58 399 5300 (USD, gross return), all data as of Jan. 29, 2016 Frankfurt: P +49 69 211 13243 London: P +44 207 862 7680 New York: P +1 212 669 6426 Hong Kong: P +852 6307 9316 Sydney: P +61 2 9089 8844 Tokyo: P +81 3 5847 8248 STOXX is part of Deutsche Boerse Group CUSTOMIZATION The index can be used as a basis for the definition of STOXX® Customized Indices, which can be tailored to specific client or mandate needs. STOXX offers a wide range of customization, in terms of component selection, weighting schemes and personalized calculation methodologies. DISCLAIMER STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith.
STOXX, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX® indices, DAX® indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Börse Group or their licensors, research partners or data providers. BACKTESTED PERFORMANCE This document contains index performance data based on backtesting, i.e.
calculations of how the index might have performed prior to launch if it had existed using the same index methodology and based on historical constituents. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance. . 3 THEME INDICES STOXX® GLOBAL 3D PRINTING TRADABLE INDEX Top 10 Components5 Company Supersector Country ARCAM GROUPE GORGE DASSAULT SYSTEMS BERTRANDT RENISHAW FARO TECHNOLOGIES PTC INC 3D SYSTEMS SLM SOLUTIONS GROUP MATERIALISE NV-ADR Industrial Goods & Services Industrial Goods & Services Technology Industrial Goods & Services Industrial Goods & Services Industrial Goods & Services Technology Technology Industrial Goods & Services Industrial Goods & Services SE FR FR DE GB US US US DE BE 5 Based on the composition as of Jan. 29, 2016 Weight (%) 9.81 8.88 8.72 8.36 8.07 8.04 7.72 7.51 7.30 7.15 .
GLOBAL. INDICES. . 2 THEME INDICES STOXX® GLOBAL 3D PRINTING TRADABLE INDEX Fundamentals (for last 12 months) Price/earnings incl. negative Index Price/earnings excl. negative Price/ book Price/ sales Price/ cash flow Trailing Projected Trailing Projected Trailing Dividend yield (%) 4 Trailing Trailing Trailing STOXX Global 3D Printing Tradable Index 13.3 33.9 34.7 30.3 1.8 0.3 2.1 175.6 STOXX Global 200 Index 17.9 15.0 16.8 15.0 0.2 2.6 1.7 17.2 3 Performance and annual returns Methodology To be included in the STOXX 3D Global Printing Tradable Index, a company must pass through the following criteria - generate more than 1% of its revenue from the 3D printing sector, have a minimum three-month average daily trading volume (3-month ADTV) of 250,000 euros, a minimum free-float market cap of 80 million euros and be listed in a country classified as a developed market according to STOXX's country classification model. All companies that meet these requirements are ranked by free-float market cap. The top 30 companies will be selected for inclusion in the index.
The detailed methodology including the calculation formula can be found in our rulebook: www.stoxx.com/indices/rulebooks.html Quick facts Versions and symbols Reuters STG3DPGT EUR CH0208295532 STG3DPT STG3DPT INDEX .STG3DPT Price EUR CH0208293404 STG3DPP CH0208295656 STG3DPGU STG3DPGU Net Return USD CH0208295623 STG3DPU STG3DPU INDEX .STG3DPU Price USD CH0208295599 STG3DPK STG3DPK INDEX .STG3DPK 30 or fewer Review frequency Annually (September) Calculation/distribution Price (EUR/USD), net return, gross return (EUR/USD): end-of-day End-of-day: 10:15 pm CET 100 as of Sep. 17, 2010 Available daily back to Sep. 17, 2010 Apr.
18, 2013 STG3DPP INDEX .STG3DPP Gross Return USD No. of components .STG3DPGT Net Return No Inception date Bloomberg STG3DPGT Cap factor History Symbol CH0208295565 Equal weighting Base value/base date ISIN Gross Return EUR Weighting Calculation hours Index .STG3DPGU Complete list available here: www.stoxx.com/data/vendor_codes.html 3 4 STOXX data from Jan. 31, 2011 to Jan.
28, 2016 gr. div. yield is calculated as gr.
return index return minus price index return CONTACT DETAILS STOXX customer support P +41 58 399 5900 customersupport@stoxx.com www.stoxx.com Zurich/headquarters: P +41 58 399 5300 (USD, gross return), all data as of Jan. 29, 2016 Frankfurt: P +49 69 211 13243 London: P +44 207 862 7680 New York: P +1 212 669 6426 Hong Kong: P +852 6307 9316 Sydney: P +61 2 9089 8844 Tokyo: P +81 3 5847 8248 STOXX is part of Deutsche Boerse Group CUSTOMIZATION The index can be used as a basis for the definition of STOXX® Customized Indices, which can be tailored to specific client or mandate needs. STOXX offers a wide range of customization, in terms of component selection, weighting schemes and personalized calculation methodologies. DISCLAIMER STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith.
STOXX, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX® indices, DAX® indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Börse Group or their licensors, research partners or data providers. BACKTESTED PERFORMANCE This document contains index performance data based on backtesting, i.e.
calculations of how the index might have performed prior to launch if it had existed using the same index methodology and based on historical constituents. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance. . 3 THEME INDICES STOXX® GLOBAL 3D PRINTING TRADABLE INDEX Top 10 Components5 Company Supersector Country ARCAM GROUPE GORGE DASSAULT SYSTEMS BERTRANDT RENISHAW FARO TECHNOLOGIES PTC INC 3D SYSTEMS SLM SOLUTIONS GROUP MATERIALISE NV-ADR Industrial Goods & Services Industrial Goods & Services Technology Industrial Goods & Services Industrial Goods & Services Industrial Goods & Services Technology Technology Industrial Goods & Services Industrial Goods & Services SE FR FR DE GB US US US DE BE 5 Based on the composition as of Jan. 29, 2016 Weight (%) 9.81 8.88 8.72 8.36 8.07 8.04 7.72 7.51 7.30 7.15 .
