The IRG team managed over 155,000 projections for the May 2020 MSCI rebalance alone. Stay informed about iShares ETF Model Portfolios, Thank you for subscribing. PLEASE NOTE: The actual review of the FTSE UK Index Series will be conducted using data as at market close on Tuesday 1 June 2021. Effective from the December 2020 quarterly review of the FTSE UK Index Series, the reserve lists for the FTSE 100 Index and the FTSE 250 Index will no longer be published or utilised in order to select a replacement company triggered by intra-quarter deletions. All changes from this review will be implemented at the close of business on Friday, 18 June 2021 and take effect from the start of trading on Monday, 21 June 2021. As such, their role involves much more than what is traditionally referred to as portfolio management. Functionally, PEs are akin to engineers who understand the importance of design, technology, and market dynamics in the ongoing management of an investment portfolio. December 2021 11 August 2021 9.0 Rebalance effective date The effective date will be from the open on Monday following the third Friday of March, June, The breakpoint between large cap and small cap increased by 73.3% from $3.0 billion last year to $5.2 billion for 2021 (see . FTSE Russell | FTSE UK Index Series Review Reference Data, January 2022 4 of 8 PUBLIC New Issues cut-off 2in order . These are based upon a number of assumptions concerning future conditions that ultimately may prove to be inaccurate. For example, on September 4,2020 S&P Dow Jones announced the change for its quarterly index review of the S&P/ASX 200 Index, which occurred on September 21, 2020. How IIT Delhis Programme in Entrepreneurship Development will help to build businesses? No part of this information may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission of the applicable member of the LSE Group. No member of the LSE Group nor their licensors assume any duty to and do not undertake to update forward-looking assessments. 7 0 obj
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These are based upon a number of assumptions concerning future conditions that ultimately may prove to be inaccurate. Get all latest Business News, Market News , Income Tax News, Share Market, Sensex Today live updates on Times Now, Raise taxes but dont ban crypto assets, cryptocurrency exchanges urge Centre, Sensex down nearly 400 points, Nifty slips below 14,400 as spike in global bond yields trigger selloff, Trade setup for Indian equity markets for March 19, 2021, Please follow the steps in the image to resubscribe/unblock notifications on mobile, Oats Rava Idli Burger | Homemade Idli Burger | Healthy Burgers, Healthy Vegan Butter 3 Ways | Peanut, Cashew & Almond Butter Recipe | The Foodie, Chicken Thukpa Recipe | How To Make Chicken Thukpa | Yummy Tibetan Noodle Soup | Chicken Noodle Soup, Borivali Chowpatty | Bahubali Gola | Pizza Blast Sandwich | Mumbai Street Food | Foodie's Day Out, Chicken Hot Pan Recipe | Hot & Spicy Chicken recipe | Easy Chicken Starters | Chicken Meatballs, Live Bishalgarh, Golaghati, Suryamaninagar, Charilam, Boxanagar Bypolls Result 2023: Deputy CM Jishnu Dev Varma loses in major upset, LIVE Tenning, Peren, Western Angami, Northern Angami-I, Northern Angami-II Assembly Election Result 2023: NDPP leads on 4 seats, LIVE Counting Result- South Tura, Tikrikilla, Songsak Meghalaya Election 2023: NPP candidate wins from William Nagar, LIVE Tripura Radhakishorpur, Matarbari, Kakraban-Salgarh, Rajnagar, Belonia Election Result 2023: BJP takes slim lead in Rajnagar. FTSE Russell, a leading global index provider, confirms today Centrica and Unite Group will be joining the FTSE 100 Index as a result of the June 2022 annual review. endobj
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FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. Equity and fixed income indexes are both used as benchmarks and tracking indexes by a variety of investors, but there are notable differences between the two. However, back-tested data may reflect the application of the index methodology with the benefit of hindsight, and the historic calculations of an index may change from month to month based on revisions to the underlying economic data used in the calculation of the index. No part of this information may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission of the applicable member of the LSE Group. b&__ tvRYiQj>0~C Index returns shown may not represent the results of the actual trading of investable assets. No member of the LSE Group nor their licensors assume any duty to and do not undertake to update forward-looking assessments. Approximately $16 trillion is currently benchmarked to FTSE Russell indexes. FTSE Russell, the global index provider, confirms today that Renishaw and Weir Group will be joining the FTSE 100 Index as a result of the March 2021 quarterly review. Indicative FTSE 100 AdditionsRoyal MailIndicative FTSE 100 DeletionsRenishawIndicative FTSE 250 AdditionsAuction Technology GroupMoonpig GroupRenishawTrustpilot GroupTymanVolution GroupIndicative FTSE 250 DeletionsForesight Solar FundJLEN Environmental Assets GroupProvident FinancialRoyal MailSabre Insurance GroupWickes Group. <>
Around 3 stocks have been added to the FTSE All World and All Cap index while 5 stocks are migrating to the All World index. For example, not only do PEs need to understand the rationale behind index changes (e.g., if there is a corporate action, such as a tender offer, taking place), but in instances where they do not need to trade every index holding, PEs must also generate optimized portfolio rebalance orders in an effort to minimize tracking error and cost. FTSE, Russell, FTSE Russell, MTS, FTSE4Good, ICB, Mergent, The Yield Book, Beyond Ratings and all other trademarks and service marks used herein (whether registered or unregistered) are trademarks and/or service marks owned or licensed by the applicable member of the LSE Group or their respective licensors and are owned, or used under licence, by FTSE, Russell, MTSNext, FTSE Canada, Mergent, FTSE FI, YB or BR. Index Reviews. Some key elements of the index fund management process include: At BlackRock, index Portfolio Engineers (PEs) sit at the intersection of portfolio construction, index methodology, trading and capital markets, operational and investment risk, and technology. U(
A"8p*D@,KET,tt2y}Pzy{#H$D"H$DXO)5J_o5I"Y\&SZ&8J?y=mu;7YQMp J\_ 4>"gXWI%=XSPT*6Is>{/8d>*|1D}^UK`1 >$T+WEjb#G' However, back-tested data may reflect the application of the index methodology with the benefit of hindsight, and the historic calculations of an index may change from month to month based on revisions to the underlying economic data used in the calculation of the index. In the event of corporate actions such as mergers and acquisitions, the highest-ranking company not currently included within the applicable index serves as the replacement. FTSE Russell, a leading global index provider, confirms today that ITV will be joining the FTSE 100 Index as a result of the June 2021 quarterly review. FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. endobj
All information and data contained in this publication is obtained by the LSE Group, from sources believed by it to be accurate and reliable. Effective from the December 2020 quarterly review of the FTSE UK Index Series, the reserve lists for the FTSE 100 Index and the FTSE 250 Index will no longer be published or utilised in order to select a replacement company triggered by intra-quarter deletions. Instead, replacement companies to the FTSE 100 and FTSE 250 will be selected by ranking the existing constituents of the FTSE All-Share index - with the highest-ranking company not included within the applicable index serving as the replacement. The third tranche of the FTSE rebalancing got . Indicative changes are listed in alphabetical order. Why Russell Rebalancing Matters The Russell U.S. indexes are important stock market benchmarks, tracked by exchange-traded funds ( ETFs) and other investment products representing about $12. <>/Metadata 471 0 R/ViewerPreferences 472 0 R>>
The Index Research Group (IRG) is a team of index methodology specialists who provide insights, analysis and research on BlackRocks broad suite of index benchmarks. Overall, this year's recon is characterized by the outperformance of the small-cap Russell . n/a3 May 2021 to 29 April 2022. A link to the full technical noticecan be found here. Russell 3000 Index Representing the US broad market, the total market capitalization of the Russell 3000 Index increased by 51.9%, up from $31.4 trillion in 2020 to $47.7 trillion in 2021. To help minimize costs and market impact, PEs must also anticipate the activity of speculative investors seeking to arbitrage and profit from expected changes in the prices of securities being added, deleted or adjusted in the index and evaluate the net flows iShares ETFs and other index portfolios will generate in the index securities. All performance presented prior to the index inception date is back-tested performance. Because there are many challenges associated with index rebalances, PEs also monitor funds for upcoming index activity. FTSE International Limited is authorised and regulated by the Financial Conduct Authority as a benchmark administrator. <>/Metadata 663 0 R/ViewerPreferences 664 0 R>>
For more information, visitwww.ftserussell.com. %PDF-1.6
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In the rebalance, ITV and Royal Mail will leave the FTSE 100 index and enter the FTSE 250 index. Because rebalances are typically announced in advance, there is generally time to complete extensive analysis and actively engage with traders. By Nimesh Shah | Mar 19, 2021 4:23 PM IST (Updated) Mini. endstream
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#T3}s4pI!+Xx)ZS]8c(rhH}SeaBu7%N!|q$%-M5w . No member of the LSE Group nor their respective directors, officers, employees, partners or licensors make any claim, prediction, warranty or representation whatsoever, expressly or impliedly, either as to the accuracy, timeliness, completeness, merchantability of any information or of results to be obtained from the use of FTSE Russell products, including but not limited to indexes, data and analytics, or the fitness or suitability of the FTSE Russell products for any particular purpose to which they might be put. FTSE Russell, a leading global index provider, confirms today that Meggitt and Morrison (Wm) Supermarkets will be joining the FTSE 100 Index as a result of the September 2021 quarterly review. To offset the potential transaction costs and market impacts of trading fixed income index rebalances, BlackRock portfolio managers can acquire bonds that are likely to be added to the index prior to the rebalance date (by participating in new issues, for instance). FTSE Russell is a trading name of FTSE, Russell, FTSE Canada, MTSNext, Mergent, FTSE FI, YB and BR. 2 0 obj
FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. FTSE Russell Indexes Equity Real estate Sustainable investment Infrastructure Fixed income Alternatively weighted Multi-asset Digital asset Factors Index resources Governance and policy ETFs, CITs and derivatives Explore Refinitiv Indexes Data Academic data Professional data Financial data Industry Classification Benchmark (ICB) Most index providers rebalance their indexes regularly, adding or removing . Having a clear view of these pro-forma indexes is critical in order to position a portfolio such that it tightly matches the index at the precise moment it changes. Additionally, PEs need to develop cash-management strategies, especially for portfolios with multi-country exposure in which securities may have different settlement dates and market hours. endobj
This is done partially through regular updates, or rebalances, which are changes to an indexs holdings and holding weights. These dates are: May 2021 Semi-Annual Index Review: o Announcement date: May 11, 2021 o Effective date: May 28, 20211 August 2021 Quarterly Index Review: o Announcement date: August 11, 2021 o Effective date: September 01, 2021 November 2021 Semi-Annual Index Review: o Announcement date: November 11, 2021 Leave the BlackRock site to explore other content, iSHARES INVESTIGATES: MARKET INDEXES AND INDEX INVESTING Part 2. Past performance is no guarantee of future results. Russell US Index membership . Index Rebalance Market Capitalisation data cut-off 1.0 . xn8
x)09)6b/^hRGioCDT6[%y,MoMd}Il_?Oirng34?=A#1HA They expect inflows worth ~USD750-900mn into India. The small cap has seen 26 Indian companies getting added. The stock has doubled in the last two months. Index returns shown may not represent the results of the actual trading of investable assets. ^C[1gy$K!:EuquF;E!H*9$~cuUgiA.f)dj>qTz=p#H)Txm58 7. June 2021 7 of 8 7.0 Rebalance Effective Date The FTSE UK Index Series is reviewed on a quarterly basis in March, June, September and December. Because of the possibility of human and mechanical error as well as other factors, however, such information and data is provided "as is" without warranty of any kind. Index providers, such as S&P Dow Jones/ASX, FTSE Russell and MSCI, are responsible for building and maintaining a wide variety of indexes. This may involve trading during the continuous trading day (e.g., away from the close) or, in advance of, or after the rebalance effective date. This article examines the rebalancing of equity indexes and offers insights into the BlackRock process for managing these index events. Equity Index Rebalance Schedules. Instead, replacement companies to the FTSE 100 and FTSE 250 will be selected by ranking the existing constituents of the FTSE All-Share index - with the highest-ranking company not included within the applicable index serving as the replacement. 600 0 obj
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For example, if a stock is being removed from Fund A and added to Fund B, those trades may be offset through an internal crossing mechanism, thus reducing overall trade size and resulting impact on the underlying market. FTSE rebalance effective today: Here's what it means. Receive the latest and trending news alerts on the go. In addition to examining portfolio-centric impacts, PEs and traders also consider the broader market ecosystem. 3 . Times Professional Learning launches Post Graduate Programme in e-Commerce & Supply Chain Management, Indian Institute of Management Bodh Gaya, Times Professional Learning launch Executive Certificate Programme in Digital Marketing for Business. Five changes to the FTSE 250; FTSE Russell, the global index provider, confirms today that Renishaw and Weir Group will be joining the FTSE 100 Index as a result of the March 2021 quarterly review. FTSE UK Index Series Quarterly Review September 2021, ftse_uk_index_series_quarterly_review_september_2021.pdf, Meggitt and Morrison (Wm) Supermarkets to join FTSE 100. 611 0 obj
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xw|i2ZJ[d[ In the rebalance, Just Eat Takeaway.com* and Weir Group will leave the FTSE 100 index, with the latter entering the FTSE 250 index. BlackRock Portfolio Engineers (PEs) leverage their deep portfolio expertise and investment skills to consistently seek fund performance outcomes that align with index performance. Charts and graphs are provided for illustrative purposes only. ITV to join FTSE 100 Five changes to the FTSE 250 FTSE Russell | FTSE Global Equity Index Series Review Reference Data,May 2022 2 of 10 PUBLIC . The back-test calculations are based on the same methodology that was in effect when the index was officially launched. All rights reserved. FTSE Russell is also focused on index innovation and customer partnerships as it seeks to enhance the breadth, depth and reach of its offering. %PDF-1.7
J.1$V]t`}VU+i=.Np /e %.:[%N215`ZV! Many stocks like Reliance PP (Partly Paid Up Shares), Adani Enterprises, and Adani Total Gas are in focus as index providers have included them in the large cap Index. This document may contain forward-looking assessments. endobj
The series includes over 16,000 large, mid, small, and micro cap securities across 48 developed and emerging markets globally, with a wide range of modular indexes available to target specific markets and market segments. In certain circumstances, BlackRock, on behalf of the iShares ETFs, may seek to effect purchases and sales between BlackRock clients (including across iShares portfolios), known as cross-trades, if BlackRock believes such transactions are appropriate based on each partys investment objectives and guidelines, subject to applicable law and regulation. Tue, 05/25/2021 - 12:00. For more information, visitwww.ftserussell.com. The LSE Group includes (1) FTSE International Limited (FTSE), (2) Frank Russell Company (Russell), (3) FTSE Global Debt Capital Markets Inc. and FTSE Global Debt Capital Markets Limited (together, FTSE Canada), (4) MTSNext Limited (MTSNext), (5) Mergent, Inc. (Mergent), (6) FTSE Fixed Income LLC (FTSE FI), (7) The Yield Book Inc (YB) and (8) Beyond Ratings S.A.S. endobj
All rights reserved. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products and index-based derivatives. %PDF-1.6
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S_"M)1->-1&uK[m5Mj%oU8jL~m^pm-:#a:X[Gj#->u=:IKd*k*]}#`Hu$nu goH8YG9z#>su7?[+4tZy8I/nNI^~|w:\?\oww'O*O%}7?#wwBqx|m>_4oFz\1?i3)^. Any representation of historical data accessible through FTSE Russell products is provided for information purposes only and is not a reliable indicator of future performance. At each review some companies will exit and other will enter, this impacts share price and is a busy day of trading. Approximately $16 trillion is currently benchmarked to FTSE Russell indexes. Charts and graphs are provided for illustrative purposes only. Oliver Mann / Nandeep Roopray+44 (0)20 7797 1222newsroom@lseg.com. All information and data contained in this publication is obtained by the LSE Group, from sources believed by it to be accurate and reliable. Browse through our Press Releases to get up-to-date with all the latest news, updates, and product launches from FTSE Russell. (BR). Certain returns shown may reflect back-tested performance. PEs view each index change as an opportunity to preserve value for portfolios (and investors) in a risk managed fashion. All information is provided for information purposes only. The third tranche of the FTSE rebalancing got effective in the last one hour of trade. <>
In the rebalance, Morrison (Wm) Supermarkets and Pennon Group will leave . Benchmarks as of December 31, 2020. Such forward-looking assessments are subject to risks and uncertainties and may be affected by various factors that may cause actual results to differ materially. All changes from this review will be implemented at the close of business on Friday, 17 September 2021 and take effect from the start of trading on Monday, 20 September 2021. k\jL3,ZM@%='CUM!nktmnUrs0Xjd6]TF TW8Y l9:H,X';9ZWayj \aNTI&r$i5ROZCJXSl6N-f:vVlEiv6UPY#GOHl In the rebalance, Renishaw will leave the FTSE 100 index and enter the FTSE 250 index. FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. As per IIFL Alternative Research, the third round of India float factor changes will be implemented in the March Semi-Annual review. FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. No responsibility or liability can be accepted by any member of the LSE Group nor their respective directors, officers, employees, partners or licensors for (a) any loss or damage in whole or in part caused by, resulting from, or relating to any error (negligent or otherwise) or other circumstance involved in procuring, collecting, compiling, interpreting, analysing, editing, transcribing, transmitting, communicating or delivering any such information or data or from use of this document or links to this document or (b) any direct, indirect, special, consequential or incidental damages whatsoever, even if any member of the LSE Group is advised in advance of the possibility of such damages, resulting from the use of, or inability to use, such information. FTSE Russell is wholly owned by London Stock Exchange Group. For more information, visitwww.ftserussell.com. The adjustment date will be on Friday- March 19, 2021 FTSE will be implementing the 3rd tranche of India FOL changes on March 19, 2021 Analysts note that while the index manager has proposed to add RILPP in the indices, they will have to assess in the run-up to the rebalancing date how it will work as the instrument is still a partly paid-up one. Timetable: Friday 07 May 2021: Rank day. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products and index-based derivatives. All information is provided for information purposes only. . endobj
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FTSE Russell is wholly owned by London Stock Exchange Group. Because of the possibility of human and mechanical error as well as other factors, however, such information and data is provided "as is" without warranty of any kind. Effective from the December 2020 quarterly review of the FTSE UK Index Series, the reserve lists for the FTSE 100 Index and the FTSE 250 Index will no longer be published or utilised in order to select a replacement company triggered by intra-quarter deletions. Use and distribution of the LSE Group data requires a licence from FTSE, Russell, FTSE Canada, MTSNext, Mergent, FTSE FI, YB, BR and/or their respective licensors. endobj
Index fund management is anything but passive, especially when indexes are changing. 1 of 3 FTSE Russell Factsheet FTSE Mexico All Cap Index bmkTitle1 The FTSE Mexico All Cap Index is part of a range of indexes designed to help Mexican investors benchmark their investments. The LSE Group includes (1) FTSE International Limited (FTSE), (2) Frank Russell Company (Russell), (3) FTSE Global Debt Capital Markets Inc. and FTSE Global Debt Capital Markets Limited (together, FTSE Canada), (4) MTSNext Limited (MTSNext), (5) Mergent, Inc. (Mergent), (6) FTSE Fixed Income LLC (FTSE FI), (7) The Yield Book Inc (YB) and (8) Beyond Ratings S.A.S. FTSE Russell calculates thousands of indexes that measure and benchmark markets and asset classes in more than 70 countries, covering 98% of the investable market globally. FTSE GEIS provides a robust global equity index framework with the versatility to tailor to your investment view. FTSE Russell. FTSE Russell | FTSE Equity Country Classification of Markets - September 2022 4 progress, FTSE Russell's advisory committees remain concerned that foreign portfolio investors may need to pre-fund trades in Indian equities. Published March 19, 2021 7:52pm. FTSE UK Index Series Quarterly Review June 2021, FTSE 100 indicative changes press release, ftse_uk_index_series_quarterly_review_june_2021.pdf. The mean . Brokerages expect that with this rebalancing, India will see an inflow of close to $900 million. FTSE Russell, a leading global index provider, confirms today that ITV will be joining the FTSE 100 Index as a result of the June 2021 quarterly review. Despite these operational differences, there is one thing that remains the same: Both fixed income and equity index funds are managed by professionals who use human expertise and technology to intelligently pursue a funds objectives. %PDF-1.7
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FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. Since 2017, the best standardized results generated 57.90% in the first six months and the total average gains across the portfolios were highest at +29.04% in the first three months. FTSE Russell is a trading name of FTSE, Russell, FTSE Canada, MTSNext, Mergent, FTSE FI, YB and BR. stream
The back-test calculations are based on the same methodology that was in effect when the index was officially launched. Index providers, such as S&P Dow Jones/ASX, FTSE Russell and MSCI, are responsible for building and maintaining a wide variety of indexes. FTSE UK Index Series indicative quarterly review changes June 2021, ftse_uk_index_series_indicative_quarterly_review_changes_june_2021.pdf. All rights reserved. Confirmed rebalance changes will be announced after market close on Wednesday 2 June 2021. No member of the LSE Group nor their respective directors, officers, employees, partners or licensors make any claim, prediction, warranty or representation whatsoever, expressly or impliedly, either as to the accuracy, timeliness, completeness, merchantability of any information or of results to be obtained from the use of FTSE Russell products, including but not limited to indexes, data and analytics, or the fitness or suitability of the FTSE Russell products for any particular purpose to which they might be put. 2 0 obj
It also shifted Adani Ent and Adani gas to the large-cap group from mid and small-cap categories. Because fixed income indexes tend to rebalance more frequently than equity indexes, the magnitude of the rebalances also tends to be smaller. The reason for the same is that now, Adani Transmission has gotten inside FTSE rebalance. The FTSE Equity Country Classification criteria for settlement requires a market to have a fully established FTSE UK Index Series Quarterly Review - March 2021. No member of the LSE Group nor their respective directors, officers, employees, partners or licensors provide investment advice and nothing contained herein or accessible through FTSE Russell products, including statistical data and industry reports, should be taken as constituting financial or investment advice or a financial promotion. Stock market . The back-test calculations are based on the same methodology that was in effect when the index was officially launched. Indicative Review Schedule 2021 - FTSE 100 and FTSE 250 Note: Indicative index membership changes to the FTSE 100 and FTSE 250 are published quarterly in . All changes from this review will be implemented at the close of business on Friday, 19 March 2021 and take effect from the start of trading on Monday, 22 March 2021. Importantly, index rebalances are publicized events and the dates are typically known in advance. This includes determinations about how frequently indexes are reviewed and updated. FTSE Russell is a trading name of FTSE, Russell, FTSE Canada, MTSNext, Mergent, FTSE FI, YB and BR. Instead, replacement companies to the FTSE 100 and FTSE 250 will be selected by ranking the existing constituents of the FTSE All-Share index - with the highest-ranking company not included within the applicable index serving as the replacement. 4 0 obj
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A link to the full technical notice can be found here. The FTSE 250 Index will see the following changes (in alphabetical order): Baltic Classifieds GroupBlackrock Throgmorton TrustBridgepoint GroupDarktraceDraper EspritEndeavour Mining plc**Weir Group, Avon ProtectionCivitas Social HousingMeggittMorrison (Wm) SupermarketsTemple Bar Inv TstTullow OilWickes Group. %%EOF
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