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Source: FTSE Group 1 of 5

FTSE FACTSHEET
FTSE4Good Index Series

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Launched in 2001, the FTSE4Good Index Series is a series of benchmark and tradable indices for
ESG (Environmental, Social and Governance) investors. The index series is derived from the
globally recognised FTSE Global Equity Index Series, offering FTSEs world-famous hallmark of
cutting-edge index design and calculation technology. The FTSE4Good criteria is applied to the
FTSE Developed Index Series, which covers 23 markets and over 2,000 potential constituents. In
the UK, the universe of eligible constituents is drawn from the FTSE All-Share Index. The series
consists of six benchmark indices covering the Global and European regions, the US, Japan and
the UK. An additional five tradable indices have been specially designed to provide asset
managers with a cheap and efficient basis for investment products. These cover the UK, US,
European, Australian and Global regions, as well as the FTSE4Good Environmental Leaders
Europe 40 Index which focuses specifically on European companies within the FTSE4Good
universe that demonstrate leading environmental practices.

Criteria are developed using an extensive market consultation process and are approved by an
independent committee of experts. A broad range of stakeholders help shape the criteria,
including NGOs, governmental bodies, consultants, academics, the investment community and
the corporate sector. To remain consistent with market expectations and developments in ESG
practice, the inclusion criteria are revised regularly. Since launch this has included tougher
environmental and human rights criteria as well as new supply chain labour standards and
countering bribery requirements. FTSE then engages with companies to ensure that they
understand the new requirements. Companies that do not meet the standards are deleted from
the index series. The criteria have been designed to help investors minimise ESG risks.
Companies with the largest risks and impacts have to meet more challenging requirements.


Tradable Indices 5-Year Performance - Total Return (USD)

40
50
60
70
80
90
100
110
120
130
140
150
2008 2009 2010 2011 2012 2013
FTSE4Good Global 100 FTSE4Good UK50 FTSE4Good US100
FTSE4Good Europe50 FTSE4Good Australia 30 FTSE4Good Japan Benchmark
(USD)

FEATURES
Transparency
Index governance is overseen by the
independent FTSE4Good Policy Committee,
made up of leading global responsible
investment market practitioners and experts
in the principles and criteria use for
determining the social responsibility of
corporate entities.
Criteria
The data used to assess the constituents is
provided by the Ethical Investment Research
Service (EIRIS) and its network of
international partners.
Objective
The index is designed for the creation of
index tracking funds, derivatives and as a
performance benchmark.
Investability
Stocks are selected and weighted to ensure
that the index is investable.
Liquidity
Stocks are screened to ensure that the index
is tradable.
Availability
The index is calculated based on price and
total return methodologies, both real time
and end-of-day.
Industry Classification Benchmark
Index constituents are categorized in
accordance with the Industry Classification
Benchmark (ICB), the global standard for
industry sector analysis.


Data as at: 30 April 2013
FTSE4Good Index Series Data as at: 30 April 2013
Source: FTSE Group 2 of 5


Benchmark Indices 5-Year Performance - Total Return (USD)

40
50
60
70
80
90
100
110
120
130
140
2008 2009 2010 2011 2012 2013
FTSE4Good Global Benchmark FTSE4Good UKBenchmark
FTSE4Good USBenchmark FTSE4Good EuropeBenchmark
(USD)

Performance and Volatility - Total Return (USD)

Index (USD) Return % Return pa %* Volatility %**
3M 6M YTD 12M 3YR 5YR 3YR 5YR 1YR 3YR 5YR
FTSE4Good Global 100 5.6 13.6 10.0 17.8 30.1 5.1 9.2 1.0 12.9 19.3 21.6
FTSE4Good Global Benchmark 5.7 15.7 10.9 19.5 32.1 9.9 9.7 1.9 12.9 19.1 22.3
FTSE Developed 5.7 14.8 10.9 17.2 33.1 12.7 10.0 2.4 11.8 18.2 21.2
FTSE4Good UK 50 2.3 10.9 7.2 14.4 29.6 -0.1 9.0 0.0 16.1 20.8 22.6
FTSE4Good UK Benchmark 2.9 11.9 7.7 16.0 34.2 3.6 10.3 0.7 15.9 20.9 22.8
FTSE All-Share 2.4 10.1 6.9 13.0 33.5 2.8 10.1 0.6 15.7 21.0 23.4
FTSE4Good US 100 8.4 13.5 12.3 15.9 41.2 31.4 12.2 5.6 12.8 17.0 19.9
FTSE4Good US Benchmark 7.9 13.1 11.8 15.3 39.6 31.6 11.8 5.6 13.0 17.2 20.1
FTSE USA 7.2 14.7 12.9 17.1 43.5 30.2 12.8 5.4 12.6 17.2 19.2
FTSE4Good Europe 50 1.1 12.9 7.4 20.1 24.0 -11.0 7.4 -2.3 18.2 23.0 25.3
FTSE4Good Europe Benchmark 1.4 14.6 7.8 21.7 27.4 -5.4 8.4 -1.1 18.7 23.6 26.3
FTSE Developed Europe 1.5 13.6 7.5 19.0 25.3 -7.2 7.8 -1.5 18.6 23.6 26.4
FTSE4Good Australia 30 9.9 21.3 16.1 30.6 49.3 43.0 14.3 7.4 15.6 24.8 29.0
FTSE Australia 7.8 18.6 13.9 24.5 37.6 28.8 11.2 5.2 16.4 25.0 30.3
FTSE4Good Japan Benchmark 17.6 34.4 22.4 28.2 23.2 -1.7 7.2 -0.3 17.9 18.1 19.6
FTSE Japan 16.9 30.6 21.2 21.9 20.7 -0.7 6.5 -0.1 17.4 18.0 18.8

* Returns are annualised
** Volatility 1YR based on 12 months daily data. 3YR based on weekly data (Wednesday to Wednesday). 5YR based on monthly data

Top 5 Constituents - FTSE4Good Global Index

Constituent Country ICB Sector Net MCap (USDm) Wgt %
Apple Inc. USA Technology Hardware & Equipment 416,491 2.86
Microsoft Corp USA Software & Computer Services 250,307 1.72
Johnson & Johnson USA Pharmaceuticals & Biotechnology 234,063 1.61
Nestle Switzerland Food Producers 230,504 1.58
Google Class A USA Software & Computer Services 218,476 1.50
Totals 1,349,841 9.27

Top 5 Constituents - FTSE4Good UK Index

Constituent Country ICB Sector Net MCap (USDm) Wgt %
HSBC Hldgs UK Banks 201,428 8.83
Vodafone Group UK Mobile Telecommunications 150,643 6.61
Royal Dutch Shell A UK Oil & Gas Producers 127,490 5.59
GlaxoSmithKline UK Pharmaceuticals & Biotechnology 127,257 5.58
Royal Dutch Shell B UK Oil & Gas Producers 91,730 4.02
Totals 698,549 30.64

INFORMATION
Index Universe
FTSE Developed Index
Index Launch
1 November 2001
Base Date
29 June 2001
Base Value
5000
Investability Screen
Actual free float applied and liquidity
screened
Index Calculation
Real-time and end-of-day indices available
End-of-Day Distribution
Via FTP and email
Currency
USD, GBP, EUR, JPY
Review Dates
Semi-annually in March and September
Index Rules and Vendor Codes
Available at www.ftse.com/ftse4good


FTSE4Good Index Series Data as at: 30 April 2013
Source: FTSE Group 3 of 5


Top 5 Constituents - FTSE4Good US Index

Constituent Country ICB Sector Net MCap (USDm) Wgt %
Apple Inc. USA Technology Hardware & Equipment 416,491 7.27
Microsoft Corp USA Software & Computer Services 250,307 4.37
Johnson & Johnson USA Pharmaceuticals & Biotechnology 234,063 4.09
Google Class A USA Software & Computer Services 218,476 3.81
Procter & Gamble USA Household Goods & Home Construction 210,946 3.68
Totals 1,330,283 23.22

Top 5 Constituents - FTSE4Good Europe Index

Constituent Country ICB Sector Net MCap (USDm) Wgt %
Nestle Switzerland Food Producers 230,343 3.98
HSBC Hldgs UK Banks 201,415 3.48
Roche Hldgs (GENUS) Switzerland Pharmaceuticals & Biotechnology 175,650 3.03
Novartis (REGD) Switzerland Pharmaceuticals & Biotechnology 172,974 2.99
Vodafone Group UK Mobile Telecommunications 150,634 2.60
Totals 931,016 16.08

Global & US ICB Industry Breakdown

FTSE4Good
Global
Benchmark
FTSE Developed FTSE4Good US
Benchmark
FTSE USA
ICB Industry No. of
Cons
Wgt % No. of
Cons
Wgt % Diff % No. of
Cons
Wgt % No. of
Cons
Wgt % Diff %
Oil & Gas 13 3.96 117 9.10 -5.14 1 0.05 49 10.13 -10.08
Basic Materials 46 5.22 181 5.73 -0.52 3 1.07 28 2.75 -1.68
Industrials 96 7.07 368 12.12 -5.05 19 5.64 91 11.38 -5.74
Consumer Goods 96 13.27 273 14.16 -0.90 13 10.59 75 11.46 -0.87
Health Care 53 12.14 121 10.17 1.97 22 13.58 53 11.77 1.81
Consumer Services 89 7.97 286 10.64 -2.66 23 10.71 97 13.19 -2.49
Telecommunications 33 6.28 52 3.64 2.64 6 7.35 10 3.05 4.30
Utilities 29 2.04 89 3.60 -1.55 1 0.37 34 3.66 -3.30
Financials 200 29.15 420 21.50 7.65 41 23.22 116 17.36 5.86
Technology 67 12.90 130 9.33 3.57 30 27.43 68 15.24 12.19
Totals 722 100.00 2037 100.00 159 100.00 621 100.00

Europe & UK ICB Industry Breakdown

FTSE4Good
Europe
Benchmark
FTSE Developed
Europe
FTSE4Good UK
Benchmark
FTSE All-Share
ICB Industry No. of
Cons
Wgt % No. of
Cons
Wgt % Diff % No. of
Cons
Wgt % No. of
Cons
Wgt % Diff %
Oil & Gas 8 8.41 28 9.65 -1.23 4 12.24 25 15.25 -3.01
Basic Materials 21 7.94 53 8.68 -0.74 9 7.44 38 8.10 -0.66
Industrials 38 8.16 98 12.20 -4.04 61 6.83 109 9.38 -2.56
Consumer Goods 33 15.72 62 18.08 -2.36 17 11.43 35 14.41 -2.98
Health Care 16 14.11 28 11.72 2.39 8 9.80 13 7.53 2.26
Consumer Services 40 7.10 60 6.77 0.33 53 11.35 85 9.89 1.47
Telecommunications 14 6.27 19 5.08 1.19 6 8.30 8 6.44 1.86
Utilities 19 3.78 25 4.07 -0.29 7 5.34 7 4.02 1.32
Financials 74 24.85 109 20.76 4.09 55 25.26 256 23.33 1.93
Technology 13 3.65 17 2.98 0.67 19 2.01 25 1.65 0.36
Totals 276 100.00 499 100.00 239 100.00 601 100.00

FTSE4Good Index Series Data as at: 30 April 2013
Source: FTSE Group 4 of 5


Japan & Australia ICB Industry Breakdown

FTSE4Good
Japan
Benchmark
FTSE Japan FTSE4Good
Australia 30
FTSE Australia
ICB Industry No. of
Cons
Wgt % No. of
Cons
Wgt % Diff % No. of
Cons
Wgt % No. of
Cons
Wgt % Diff %
Oil & Gas 2 0.21 7 1.15 -0.95 - - 6 4.99 -4.99
Basic Materials 17 4.02 45 6.39 -2.38 3 14.19 20 16.03 -1.84
Industrials 29 8.59 102 19.87 -11.28 4 6.70 17 7.13 -0.43
Consumer Goods 42 26.41 90 23.72 2.69 1 1.35 4 1.48 -0.13
Health Care 12 8.93 30 6.73 2.20 3 6.88 5 4.22 2.65
Consumer Services 15 6.87 66 10.27 -3.40 - - 15 11.12 -11.12
Telecommunications 2 4.79 5 4.02 0.77 1 3.63 1 1.95 1.67
Utilities 3 1.79 13 2.73 -0.94 2 3.67 4 2.24 1.43
Financials 37 33.30 70 20.74 12.56 16 63.59 29 50.83 12.76
Technology 20 5.10 30 4.39 0.70 - - - - 0.00
Totals 179 100.00 458 100.00 30 100.00 101 100.00

FTSE4Good Index Series Data as at: 30 April 2013
Source: FTSE Group 5 of 5


Country Breakdown

FTSE4Good Global Benchmark FTSE Developed
Country No. of Cons Wgt % No. of Cons Wgt % Diff %
Australia 43 5.85 101 3.96 1.89
Austria 3 0.03 10 0.11 -0.08
Belgium & Lux. 4 0.17 11 0.46 -0.29
Canada 19 3.80 78 3.89 -0.09
Denmark 7 0.70 15 0.50 0.21
Finland 5 0.22 11 0.30 -0.08
France 48 5.11 83 3.77 1.35
Germany 25 4.81 59 3.39 1.42
Greece 2 0.05 3 0.03 0.02
Hong Kong 7 0.43 85 1.60 -1.16
Ireland - - 4 0.09 -0.09
Israel 9 0.12 31 0.24 -0.12
Italy 14 1.38 32 0.89 0.49
Japan 179 9.94 458 9.89 0.05
Korea 17 0.51 111 1.88 -1.37
Netherlands 14 1.70 23 1.03 0.67
New Zealand 7 0.07 12 0.07 0.01
Norway 5 0.45 11 0.35 0.11
Portugal 4 0.08 6 0.07 0.01
Singapore 6 0.15 41 0.75 -0.60
Spain 19 2.13 27 1.18 0.95
Sweden 24 2.09 36 1.30 0.79
Switzerland 20 6.68 43 3.74 2.94
UK 82 14.17 125 8.89 5.28
USA 159 39.34 621 51.63 -12.29
Totals 722 100.00 2037 100.00

Data as at: 30 April 2013

Data definitions available from info@ftse.com
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FTSE

and "FTSE4GOOD

" are trade marks of the London Stock Exchange Group companies and EIRIS is a trade mark of Ethical Investment Research
Services (EIRIS) Limited (EIRIS) and all such trade marks are used by FTSE under licence. The FTSE4Good Index Series (the Index) is calculated by FTSE
using constituent research provided by EIRIS. All rights in and to the 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 no
responsibility or liability can be accepted (including in negligence) by FTSE, EIRIS or their licensors for any errors or for any loss from use of the FTSE4Good,
by any person. Neither FTSE, EIRIS nor any of their licensors makes any claim, prediction, warranty or representation whatsoever, expressly or impliedly,
either as to the results to be obtained from the use of the name of the Index set out above or the fitness or suitability of the Index for any particular
purpose to which it might be put. All figures and graphical representations in this publication refer to past performance and are sourced by FTSE. Past
performance is not a reliable indicator of future results. No part of this information may be reproduced, stored in a retrieval system or transmitted in any
form or by any means, electronic, mechanical, photocopying, recording or otherwise, without prior 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 its licensors. FTSE does not accept any liability to any person for any
loss or damage arising out of any error or omission in the ICB.