2.5 Investor Peer Group Benchmarks

_{Data Item}

_{File Name}

_{File Header}

_Unit

_{Performance and Volatility / Risk Return}

_{<INDEX_ID>_performance_horizons_<YYYY-MM-DD>.csv}

_{AllocationDate,ComputationAsOfDate,OneMonthCumulativeReturn,ThreeMonthCumulativeReturn,SixMonthCumulativeReturn,YTDCumulativeReturn,TwelveMonthCumulativeReturn,TwentyFourMonthCumulativeReturn,ThreeYearCumulativeReturn,FiveYearCumulativeReturn,ThreeYearAnnualizedReturn,FiveYearAnnualizedReturn,TenYearAnnualizedReturn,ThreeYearAnnualizedVol,FiveYearAnnualizedVol,TenYearAnnualizedVol,ThreeYearVar975,ThreeYearVar995,ThreeYearSR,ThreeYearMaxDD,FiveYearVar975,FiveYearVar995,FiveYearSR,FiveYearMaxDD,TenYearVar975,TenYearVar995,TenYearSR,TenYearMaxDD}

_{Factor Quartiles Summary}

_{<INDEX_ID>_factor_quantiles_summary_<YYYY-MM-DD>.csv}

_{AllocationDate,ComputationAsOfDate,Date,Leverage25%,Leverage50%,Leverage75%,LeverageMean,Size25%,Size50%,Size75%,SizeMean,Termspread25%,Termspread50%,Termspread75%,TermspreadMean,Profitability25%,Profitability50%,Profitability75%,ProfitabilityMean,Investment25%,Investment50%,Investment75%,InvestmentMean}

_{YoY Capital Return / YoY Income Return}

_{<INDEX_ID>_yoy_cash_price_return_contribution_ts_<YYYY-MM-DD>.csv}

_{AllocationDate,ComputationAsOfDate,Date,PriceReturnContribution,CashReturnContribution}

_%

_{Industrial Superclass}

_{<INDEX_ID>_sector_group_pie_<YYYY-MM-DD>.csv}

_{AllocationDate,ComputationAsOfDate,SectorGroupName,Share}

_%

_{Industrial Class}

_{<INDEX_ID>_sector_pie_<YYYY-MM-DD>.csv}

_{AllocationDate,ComputationAsOfDate,SectorName,Share}

_%

_Region

_{<INDEX_ID>_region_pie_<YYYY-MM-DD>.csv}

_{AllocationDate,ComputationAsOfDate,Region,Share}

_%

_Country

_{<INDEX_ID>_country_pie_<YYYY-MM-DD>.csv}

_{AllocationDate,ComputationAsOfDate,CountryName,Share}

_%

_{Business Model}

_{<INDEX_ID>_bm_pie_<YYYY-MM-DD>.csv}

_{AllocationDate,ComputationAsOfDate,BMCode,Share}

_%

_{Corporate Structure}

_{<INDEX_ID>_corp_pie_<YYYY-MM-DD>.csv}

_{AllocationDate,ComputationAsOfDate,Corp,Share}

_%

_Currency

_{<INDEX_ID>_ccy_pie_<YYYY-MM-DD>.csv}

_{AllocationDate,ComputationAsOfDate,CurrencyName,Share}

_%

_{Internal Rate of Returns}

_{<INDEX_ID>_irr_ts_<YYYY-MM-DD>}

_{AllocationDate,ComputationAsOfDate,Date,IRR}

_%

_{Equity Premium}

_{<INDEX_ID>_equity_premium_ts_<YYYY-MM-DD>}

_{AllocationDate,ComputationAsOfDate,Date,RiskPremium}

_{Industry Superclass Contribution}

_{<INDEX_ID>_qoq_performance_contribution_sector_group_ts_<YYYY-MM-DD>.csv}

_{AllocationDate,ComputationAsOfDate,Date,Data Infrastructure,Energy and Water Resources,Environmental Services,Network Utilities,Power Generation x-Renewables,Renewable Power,Social Infrastructure,Transport}

_%

_{Industry Contribution}

_{<INDEX_ID>_qoq_performance_contribution_sector_ts_<YYYY-MM-DD>.csv}

_{AllocationDate,ComputationAsOfDate,Date,Airport Companies,Car Park Companies,"Convention, Entertainment, and Recreational Facilities",Data Storage,Data Transmission,Defence Services,District Cooling/Heating Companies,Education Services,Electricity Distribution Companies,Electricity Transmission Companies,Energy Resource Processing Companies,Energy Resource Storage Companies,Gas Distribution Companies,Government Services,Health and Social Care Services,Hydroelectric Power Generation,Independent Power Producers,Independent Water and Power Producers,Other Renewable Power Generation,Other Renewable Technologies,Pipeline Companies,Port Companies,Rail Companies,Road Companies,Solar Power Generation,Solid Waste Treatment,Urban Commuter Companies,Wastewater Treatment,Water Supply and Treatment,Water and Sewerage Companies,Wind Power Generation}

_%

_{Business Model Contribution}

_{<INDEX_ID>_qoq_performance_contribution_business_model_ts_<YYYY-MM-DD>.csv}

_{AllocationDate,ComputationAsOfDate,Date,Contracted,Merchant,Regulated}

_%

_{Corporate Structure Contribution}

_{<INDEX_ID>_qoq_performance_contribution_corporate_governance_ts_<YYYY-MM-DD>.csv}

_{AllocationDate,ComputationAsOfDate,Date,Corporates,Projects}

_%