EFTA Document EFTA01459089

20 November 2015 US Equity Insights [Figure n: Thematic plays - YTD total returns 12% 8% 4% 0% -4% -8% -12% -16% • i 11111 tam 1 I 4' er 0#7, dr °frit te by ( fiv t ociP be 41/ l i cest ee," 01 <fr` fr et/ `)/ Ss* SJefO, ant.** Irk Toss Sas Ilarentrety fononce IP [Figure 78. Thematic plays, underlying sectors and baskets - YTD total returns 'TD Total Returns Cyclicals OS% Credit vs. Commodity Play Consumer Discretionary 12.5% Financials 1.1% Energy -13.1% Energy