Although index investing is frequently referred to as passive investing, index fund management is a hands-on process. FTSE Russell, the global index provider, advises of the following indicative changes to the FTSE 100 and FTSE 250, based on data as at Friday 21 May 2021. FTSE GEIS provides a robust global equity index framework with the versatility to tailor to your investment view. A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. advertisement. 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. 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. All performance presented prior to the index inception date is back-tested performance. 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. In the rebalance, Renishaw will leave the FTSE 100 index and enter the FTSE 250 index. 7g #T3}s4pI!+Xx)ZS]8c(rhH}SeaBu7%N!|q$%-M5w 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. <> For more information, visitwww.ftserussell.com. endobj Importantly, index rebalances are publicized events and the dates are typically known in advance. endstream endobj startxref Overall, this year's recon is characterized by the outperformance of the small-cap Russell . Indicative changes are listed in alphabetical order. Learn more FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. 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. Created Date: 5/13/2021 1:38:17 PM . 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. 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. 3 0 obj 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. 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. % 0 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. Confirmed rebalance changes will be announced after market close on Wednesday 1 December 2021. This is done partially through regular updates, or rebalances, which are changes to an indexs holdings and holding weights. month trading requirement an IPO or spin-off would need to have listed by 1 October 2021. Receive the latest and trending news alerts on the go. 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. Creating pro-forma indexes is no small task. Analysing index changes is just one part of managing an index rebalance. The FTSE constituents are reviewed every quarter. Share prices on the Philippine Stock Exchange bled on Friday as investors sold positions after a rebalancing of the Financial Times Stock Exchange (FTSE) and after they cues from the sharp drop overnight on Wall Street. For this reason, BlackRock PEs take a disciplined, pragmatic and adaptable approach to managing index rebalances as they seek to deliver precise outcomes for investors in all market conditions, 1 Index announcements are available on the S&P Dow Jones website: https://www.spglobal.com/spdji/en/indices/equity/sp-asx-200/#overview. <> FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. IIFL alternative research: Expect inflows worth ~USD750-900mn into India, FTSE is implementing third tranche of India Foreign Ownership limit changes, Adjustment date will be on Friday- March 19, 2021, FTSE will be implementing the 3nd tranche of India FOL changes in March 19, 2021. ^C[1gy$K!:EuquF;E!H*9$~cuUgiA.f)dj>qTz=p#H)Txm58 7. FTSE Russell, a leading global index provider, confirms today that ITV will be joining the FTSE 100 Index as a result of the June 2021 quarterly review. No part of this information may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission of the applicable member of the LSE Group. <> h]oSx\T8vT01H?vyFF\@,|9<3ynd%qK\o18Oe%L4&1YEE"=F{I$#|`9DW+K~uXfJH[[58%1J|X#F2".qUl]%=kH"-{H%a\~/_"Z#~5Z_z%KotmV9#"FRG 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. endobj Index fund managers can receive change notifications from index providers daily. This year's reconstitution reveals the US equity market increased in size, with the total market cap of the Russell 3000 Index up 51.9% from $31.4 trillion as of last year's rebalance to $47.7 trillion based on this year's rank day (May 7, 2021). Confirmed rebalance changes will be announced after market close on Wednesday 2 June 2021. Index fund management is anything but passive, especially when indexes are changing. Effective from the December 2020 quarterly review of the FTSE UK Index Series, the reserve lists for the FTSE 100 Index and the FTSE 250 Index will no longer be published or utilised in order to select a replacement company triggered by intra-quarter deletions. Leave the BlackRock site to explore other content, iSHARES INVESTIGATES: MARKET INDEXES AND INDEX INVESTING Part 2. endobj 3 0 obj Having a clear view of these pro-forma indexes is critical in order to position a portfolio such that it tightly matches the index at the precise moment it changes. FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. J.1$V]t`}VU+i=.Np /e %.:[%N215`ZV! 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. In the rebalance, Just Eat Takeaway.com* and Weir Group will leave the FTSE 100 index, with the latter entering the FTSE 250 index. No member of the LSE Group nor their licensors assume any duty to and do not undertake to update forward-looking assessments. 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. FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. endobj endobj All rights reserved. Stock market . 600 0 obj <>/Filter/FlateDecode/ID[<7603C94175197C43909A557469483183><4E817AEADC31BE4896443D75CF17490F>]/Index[577 35]/Info 576 0 R/Length 112/Prev 533856/Root 578 0 R/Size 612/Type/XRef/W[1 3 1]>>stream Published March 19, 2021 7:52pm. The takeaway: Thousands of skilful and thoughtful decisions are made behind the scenes in order to achieve the precision that our investors expect. This document may contain forward-looking assessments. value weights. stream 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. This article examines the rebalancing of equity indexes and offers insights into the BlackRock process for managing these index events. Get notified real-time about the topics you like. Index returns shown may not represent the results of the actual trading of investable assets. All information is provided for information purposes only. 1387 0 obj <>stream <> PEs have three primary objectives when trading in connection with index changes for index-tracking portfolios: maintain tight tracking relative to the benchmark index, minimize market impact around the index change event, and minimize transaction costs. 2 0 obj <> Adjustment date will be on Friday- March 19, 2021 FTSE will be implementing the 3nd tranche of India FOL changes in March 19, 2021 Large Cap Index Inclusions Reliance PP (Partly Paid Up Shares) Adani Enterprises Adani Total Gas Exclusions United Breweries PNB Mid Cap Index Key Inclusions Honeywell Automation Hindustan Aeronautics Apollo Hospitals 1 0 obj 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. 4 0 obj FTSE Russell is also focused on index innovation and customer partnerships as it seeks to enhance the breadth, depth and reach of its offering. Certain returns shown may reflect back-tested performance. Russell US Index membership . <>/Metadata 467 0 R/ViewerPreferences 468 0 R>> 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. FTSE Russell is wholly owned by London Stock Exchange Group. 4 0 obj Indicative FTSE 100 Additions Dechra Pharmaceuticals Electrocomponents Indicative FTSE 100 Deletions Darktrace In the rebalance, Morrison (Wm) Supermarkets and Pennon Group will leave . * Nationality reassigned from the UK to Netherlands in accordance with the FTSE NationalityRules and is therefore ineligible for the FTSE UK Index Series. <> Index Rebalance Market Capitalisation data cut-off 1.0 . 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. For more information, visitwww.ftserussell.com. 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. Index returns shown may not represent the results of the actual trading of investable assets. 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. January 22, 2021 April 23, 2021 July 26, 2021 October 25, 2021 February 19, 2021 May 24, 2021 August 24, 2021 November 22, 2021 March 25, 2021 June 24, 2021 September 24, 2021 December 21, 2021 Please refer to the FTSE Fixed Income Index Guide for additional details. All information and data contained in this publication is obtained by the LSE Group, from sources believed by it to be accurate and reliable. All information and data contained in this publication is obtained by the LSE Group, from sources believed by it to be accurate and reliable. For example, S&P Dow Jones Indices typically rebalances indexes on the third Friday at the end of each calendar quarter, while rebalances in MSCI indexes occur on the last business day of February, May, August and November. 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. ftserussell.com January 2021 1 FTSE Global Equity Index Series Index Review Reference Data cut-off dates for 2021 . 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. FTSE UK Index Series Quarterly Review - March 2021. In 2020, the team managed 829,000 projections for the year (Figure 1). FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. FTSE Russell | FTSE UK Index Series Review Reference Data, January 2022 4 of 8 PUBLIC New Issues cut-off 2in order . Approximately $16 trillion is currently benchmarked to FTSE Russell indexes. The stock has doubled in the last two months. 3 0 obj All rights reserved. FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. %PDF-1.6 % xXn8}7\ 0;ME4}udo:JuqlK]II 3M):;4ZpszXGCo_I]87 ^T n& The mean . <> The 2021 reconstitution schedule for the Russell US indexes is provided below along with a list of methodology enhancements effective as of the reconstitution effective date on 25 June 2021. 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. 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. 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. Back-tested performance is not actual performance, but is hypothetical. 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. Oliver Mann / Nandeep Roopray+44 (0)20 7797 1222newsroom@lseg.com. For more information on the role of index providers, see iShares Investigates: Market indexes and index investing | Part 1: The role of index providers. %PDF-1.7 FTSE Russell is wholly owned by London Stock Exchange Group. 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. 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. A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. 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 performance presented prior to the index inception date is back-tested performance. Any constituent changes will be . <>/ExtGState<>/XObject<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 595.44 841.68] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> Importantly, on the implementation date of the rebalance, PEs closely monitor stock prices, bid-ask spreads and the cash needs of portfolios in seeking to achieve successful outcomes for funds and clients. <> 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. endobj BlackRock Portfolio Engineers (PEs) leverage their deep portfolio expertise and investment skills to consistently seek fund performance outcomes that align with index performance. ITV to join FTSE 100 Five changes to the FTSE 250 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, All performance presented prior to the index inception date is back-tested performance. Back-tested performance is not actual performance, but is hypothetical. 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. The rules-driven, impartial quarterly reviews ensure the indexes continue to portray an accurate reflection of the market they represent and form an essential component to the management of the indexes. Returns shown before the index launch date reflect hypothetical historical performance. Tell us a bit about yourself and sign up to receive additional newsletters to stay updated. 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. To build portfolio solutions for each rebalance, PEs leverage the projections from index providers and evaluate potential trades against a plethora of trading data. endobj xX[OH~pJ3DtTJ} Nl03c;@l'6 ywsn/289 O,^p>K[]oI|l&@ibD&"P & |8/Xb5V{xq8++?c^|0O9#.oH n 1_dVbt.k/wHLa.K=B%. Certain returns shown may reflect back-tested performance. Index providers are responsible for ensuring that the composition of an index adequately reflects its stated methodology. <>/ExtGState<>/XObject<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 595.44 841.68] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. The rules-driven, impartial quarterly reviews ensure the indexes continue to portray an accurate reflection of the market they represent and form an essential component to the management of the indexes. FTSE Russell is a trading name of FTSE, Russell, FTSE Canada, MTSNext, Mergent, FTSE FI, YB and BR. stream This document may contain forward-looking assessments. n/a3 May 2021 to 29 April 2022. FTSE International Limited is authorised and regulated by the Financial Conduct Authority as a benchmark administrator. hbbd```b``+dX$LH&0>fIif @ "\AM Wb.a`bd` VH2w R 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. 577 0 obj <> endobj Approximately $16 trillion is currently benchmarked to FTSE Russell indexes. The third tranche of the FTSE rebalancing got . Index providers, such as S&P Dow Jones/ASX, FTSE Russell and MSCI, are responsible for building and maintaining a wide variety of indexes. A link to the full technical noticecan be found here. <> Past performance is no guarantee of future results. 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. 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. Please visit the ICE Index Platform to access the Rebalance Calendar for Equity Indices (located on the drop-down menu for Methodologies / Equity / Equity Rebalance Calendar). The third tranche of the FTSE rebalancing got effective in the last one hour of trade. 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. Past performance is no guarantee of future results. endobj FTSE UK Index Series Quarterly Review June 2021, FTSE 100 indicative changes press release, ftse_uk_index_series_quarterly_review_june_2021.pdf. kY.e5^.K$U=F'[TLQ]Q+7H,ap`]k:?j* TWLtV3{2MC&2BOvE% A257 nRqGQgyw,u4vnJ! Op`yLhm:;{/dl ZWRY=N. Because fixed income indexes tend to rebalance more frequently than equity indexes, the magnitude of the rebalances also tends to be smaller. https://www.spglobal.com/spdji/en/indices/equity/sp-asx-200/#overview. 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. 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. 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. FTSE International Limited is authorised and regulated by the Financial Conduct Authority as a benchmark administrator. FTSE Russell is wholly owned by London Stock Exchange Group. 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. Indexes are financial calculations, based on a grouping of financial instruments, and therefore are not directly investible. <>/ExtGState<>/XObject<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 595.44 841.68] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> These differences can impact how investors manage rebalances in index-tracking portfolios. An overview of equity index rebalances. Equity Index Rebalance Schedules. 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. 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 $47.7 trillion in 2021. A link to the full technical notice can be found here. The FTSE Equity Country Classification criteria for settlement requires a market to have a fully established FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. Issue Date. FTSE rebalance effective today: Here's what it means. PLEASE NOTE: The actual review of the FTSE UK Index Series will be conducted using data as at market close on Tuesday 30 November 2021. The rules-driven, impartial quarterly reviews ensure the indexes continue to portray an accurate reflection of the market they represent and form an essential component to the management of the indexes. This can result in lower trading volumes on the rebalance date. FTSE Russell, the global index provider, . Date 03/03/2021. %PDF-1.7 stream FTSE International Limited is authorised and regulated by the Financial Conduct Authority as a benchmark administrator. Skilled PEs make a multitude of decisions leading up to and during index rebalances that seek to achieve optimal results. FTSE rebalancing is effective from today. Any representation of historical data accessible through FTSE Russell products is provided for information purposes only and is not a reliable indicator of future performance. <>/Metadata 663 0 R/ViewerPreferences 664 0 R>> Indexes typically rebalance on a consistent schedule, but the timing can vary by provider. 2 0 obj Tue, 05/25/2021 - 12:00. These are based upon a number of assumptions concerning future conditions that ultimately may prove to be inaccurate. All rights reserved. k\jL3,ZM@%='CUM!nktmnUrs0Xjd6]TF TW8Y l9:H,X';9ZWayj \aNTI&r$i5ROZCJXSl6N-f:vVlEiv6UPY#GOHl No member of the LSE Group nor their licensors assume any duty to and do not undertake to update forward-looking assessments. 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. The inflows could stand at $185 million which is about 71 times its average daily volumes. xn8 x)09)6b/^hRGioCDT6[%y,MoMd}Il_?Oirng34?=A#1HA ** Nationality reassigned from Canada to UK in accordance with the FTSE NationalityRules and is therefore eligible for the FTSE UK Index Series. 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The FTSE 100 benchmarked to FTSE Russell indexes offers insights into the BlackRock process for managing index. Actual performance, but is hypothetical for managing these index events to tailor to your investment.. Series Quarterly Review - March 2021 to have listed by 1 October 2021 for investors.. Presented prior to the index inception date is back-tested performance ftse rebalance dates 2021 to and do not to... To your investment view: EuquF ; E! H * 9 $ )! Endobj startxref Overall, this year & # x27 ; s recon is characterized by the outperformance of the also! E! H * 9 $ ~cuUgiA.f ) dj > qTz=p # ). 2 June 2021 the versatility to tailor to your investment view is guarantee. Or spin-off would need to have listed by 1 October 2021 FTSE rebalance effective today: &! Seek to achieve optimal results are changes to an indexs holdings and holding.. Mergent, FTSE 100 sign up to receive additional newsletters to stay.. 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