EFTA Document EFTA01367814

22 May 2015 US Equity Insights Figure 45: YTD total returns of thematic plays 4% • 7% 6% • 5% • 4% 3% 2% 1% 1 I ICRed/ 70/ 4" clecy 0, 041 4/14, ojrY ceboi 2""/ Settee SOP. D-ursuove ttina. lhen.M likarbrp r.wo. !Figure 46: YTI) total returns of thematic plays and underlying sectors and baskets YTD Total Returns Cyclicals 2.7% Credit vs. Commodity Play Consumer Discretionary 6.8% Financials 1.2% Energy 0.3% Energy 0.3% Financials 1.2% Capes 3.9% Industrials 1