EFTA Document EFTA01458551

2 October 2015 US Equity Insights Figure 39: VTD total returns of thematic plays 3% 0% -3% -6% -8% -12% -15% -18% -21% -24% newiniminniq ew er kiccfP,P4se ot cy j etl ec, 44, 451 t ie / Ar t 4 411 Sans S&P. Daesete St Mann! Roan Plintberg Anne LP Man nivanon Figure 40: YTD total returns of thematic plays and underlying sectors and baskets VW Total Returns Cyclicals -7.9% Credit vs. Commodity Play Consumer Discretionary 4.1% Financials -7.1% Energy -21.3% Energy -21