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STOXX Announces New Composition Of Sustainability, ESG And Style Indices

Date 07/09/2011

STOXX Limited, the market-moving provider of innovative, tradable and global index concepts, today announced the results of the annual review of the STOXX Sustainability, STOXX Global ESG Leaders, STOXX Strong Style and STOXX Balkan 50 Equal-Weight indices; as well as those of the semi-annual review of the STOXX TMI Growth, STOXX TMI Value and their respective large, mid- and small sub-indices and the respective indices for the euro zone. All changes will be effective on September 19, 2011.
A full list of all companies that will be entering and exiting the STOXX Europe Sustainability, EURO STOXX Sustainability, STOXX Europe Sustainability 40 and EURO STOXX Sustainability 40, STOXX Europe Sustainability ex AGTAF, STOXX Europe Sustainability ex AGTAFA, EURO STOXX Sustainability ex AGTAF and EURO STOXX Sustainability ex AGTAFA indices can be found at
The STOXX Global ESG Leaders Indices are also part of this regular annual index review. A full list of all companies that will be entering and exiting the STOXX Global ESG Leaders, STOXX Global ESG Environmental, STOXX Global ESG Social Leaders and STOXX Global ESG Governance can be found at
Effective as of the open of European markets on September 19, 2011, the following stocks will be added to and deleted from the STOXX Balkan 50 Equal-Weight Index:

Addition Deletion
ADVANCE TERRAFUND (Bulgaria, Real Estate, ATERA.BB) ALBENA (Bulgaria, Travel & Leisure, ALBB.BB)
ZAGREBACKA BANKA (Croatia, Banks, ZBB.ZA) INA INDUSTRIJA NAFTE (Croatia, Oil & Gas, INA.ZA)
NIS (Serbia, Oil & Gas, NIIS.BEL) AGROBANKA (Serbia, Banks, AGBN.BEL)
TURK. HALK BANKASI (Turkey, Banks, HALKB.IS) EREGLI DEMIR CELIK (Turkey, Basic Resources, EREGL.IS)

The STOXX Europe Style Indices include three categories: growth, value and neutral. Effective with the opening of European markets on September 19, 2011 the number of components in the STOXX Europe TMI Growth Index will increase to 451 from previously 383 components, and the number of components in the STOXX Europe TMI Value Index will increase to 397 from 312 components.
The three largest components as measured by free-float market capitalization that will be entering and exiting the STOXX Europe TMI Growth Index are:

Additions Deletions
SIEMENS (Germany, Industrial Goods & Services, SIEGn.DE) NESTLE (Switzerland, Food & Beverages, NESN.VX)
BRITISH AMERICAN TOBACCO (U.K., Personal & Household Goods, BATS.L) ABB (Switzerland, Industrial Goods & Services, ABBN.VX)
UBS (Switzerland, Banks, UBSN.VX) DIAGEO (U.K., Food & Beverages, DGE.L)

The three largest components - measured by free-float market capitalization - that will be added to and deleted from the STOXX Europe TMI Value Index are:

Additions Deletions
NOVARTIS (Switzerland, Health Care, NOVN.VX) SANOFI (France, Health Care, SASY.PA)
VODAFONE GRP (U.K., Telecommunications, VOD.L) BASF (Germany, Chemicals, BASFn.DE)
GLAXOSMITHKLINE (U.K., Health Care, GSK.L) VINCI (France, Construction & Materials, SGEF.PA)

Reasons for component changes in STOXX Europe Growth and Value indices can be the change of style characteristics of an index component from growth to value or vice versa, as well as the addition of a component stock as the result of the stock’s Initial Public Offering (IPO).
Furthermore, the composition of the STOXX Strong Style Indices has been changed as part of the regular annual review. The new composition of the indices will be published on www.stoxx.com with the open of European markets on September 19, when the changes become effective.
Changes to the above mentioned indices are being announced today after the conclusion of a regular annual and semi-annual component review. The adjusted component weightings, including the number of shares and free-float factors, will be announced on September 9, 2011 after the close of markets. All changes will be effective as of the open of markets on September 19, 2011.