benchmark - PDF document

1 1 The BlueStar Israel Global Index (’B
1 The BlueStar Israel Global Index (’BIGI’) provides a benchmark for investors to track the broadest and deepest universe of Israeli public companies . The index is constructed using BlueStar Indexes’ unique methodology and proprietary database of Israeli and Israeli - linked companies . BIGI includes the largest and most liquid companies as well as mid and small cap companies that display sufficient liquidity for global investors . BIGI is calculated and maintained by Standard & Poor’s based on a methodology developed by BlueStar Indexes and overseen by the BlueStar Index Advisory Committee . The Index uses a modified capitalization - weighted methodology and is rigorously float - adjusted to exclude corporate cross holdings . Index components are reviewed semi - annually for eligibility, and the weights are reset according to that distribution . BIGI ® Internal Index Data GICS Sector Exposure BIGI ® Relative Performance Chart: Ten Years Ending Sept. 30, 2017 INDEX OVERVIEW Industry Weight % Information Technology 32.94 Health Care 23.02 Financials 17.42 Real Estate 5.92 Energy 4.49 Industrials 4.11 Materials 3.65 Telecommunication Services 2.78 Consumer Discretionary 2.46 Utilities 1.87 Consumer Staples 1.33 Index Statistics No. of Securities 138 Currency USD Total Index Market Cap $ 242 billion Largest Market Cap $21.6 billion Smallest Market Cap $84 million Average Market Cap $ 1.75 billion Listing Venue Weight (%) Weight on NYSE/Nasdaq Only 29 Weight on TASE Only 29 Weight on LSE & ASX & Other 4 Dual - Listed 38 Market Cap - Segmentation (%) � $5 Billion 51 $750 Million to $5 Billion 40 $750 Million 8 BlueStar Israel Global Index ® BIGI ® Q4 17 Fact Sheet Top Ten Index Constituents Company Index Weight % Teva Pharmaceutical Ind Ltd 11.42 Check Point Software Tech 7.41 Perrigo Co Plc 7.01 Amdocs Ltd 5.85 Bank

2 Leumi Le - israel 5.32 Bank Hapoalim B
Leumi Le - israel 5.32 Bank Hapoalim Bm 4.64 Nice Ltd 3.37 Mizrahi Tefahot Bank Ltd 2.05 Israel Discount Bank - a 2.03 Frutarom 1.97 Total 51.06 www.bluestarindexes.com 20 40 60 80 100 120 140 160 180 BIGI TA-125 MSCI Israel Uncapped MSCI EM MSCI EAFE 2 Five Year Correlations Long - Term Risk: Standard Deviation of Monthly Returns (%)* Long - Term Total Returns (%) *Annualized **MSCI Israel Uncapped Source: BlueStar Global Investors LLC *MSCI Israel Uncapped INDEX RISK AND RETURN DATA 1yr 3yrs.* 5yrs.* 10yrs.* 15yrs.* ACWI 24.62 9.89 11.40 5.22 9.57 EAFE 25.62 8.30 8.39 2.42 8.60 MSCI EM 37.75 9.50 4.73 2.02 12.68 S&P 500 21.83 11.41 15.79 8.50 9.92 MSCI Israel** 2.59 - 4.87 3.57 - 0.43 7.79 TA - 125 17.84 5.87 6.93 2.73 12.17 BIGI ® 15.88 3.13 7.42 4.64 14.03 ACWI MSCI EM EAFE S&P 500 MSCI Israel* TA - 125 BIGI ACWI 1.00 MSCI EM 0.78 1.00 EAFE 0.94 0.73 1.00 S&P 500 0.93 0.59 0.78 1.00 MSCI Israel* 0.36 0.13 0.39 0.35 1.00 TA - 125 0.70 0.44 0.70 0.65 0.66 1.00 BIGI 0.75 0.44 0.71 0.74 0.73 0.85 1.00 *Annualized **MSCI Israel Uncapped BlueStar Israel Global Index ® BIGI ® Q4 17 Fact Sheet Contact Us BlueStar Indexes 1350 Avenue of the Americas, 4 th Floor New York, NY 10019 Info@bluestarindexes.com Disclaimer The opinions expressed in this report are those of BlueStar Global Investors, LLC and should not be interpreted as a recommendation to buy or sell any security. Readers should consult with a financial professional before investing. © 201 7 BlueStar Global Investors, LLC 1yr 3yrs.* 5yrs.* 10yrs.* 15yrs.* ACWI 2.83 10.51 9.93 16.80 14.83 EAFE 4.24 12.02 11.68 18.52 16.46 MSCI EM 6.56 15.58 14.40 22.83 21.41 S&P 500 3.94 10.07 9.49 15.08 13.26 MSCI Israel** 20.26 19.26 16.35 19.46 18.82 TA - 125 8.77 13.23 12.77 20.64 20.35 BIGI ® 9.54 12.43 11.09 19.24 18.8