Weekly Flows by Sector (US$mn) Top 5 Inflows/Outflows (US$mn) Top 5 / Bottom 5 Performers. TOTAL Diversified Energy Industrial

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1 Weekly Flows by Sector (US$mn) TOTAL Diversified Energy Industrial Precious -81 Agriculture Livestock Equities FX Top 5 Inflows/Outflows (US$mn) Agriculture Copper USD Coffee Aluminium Industrial -2.6 Crude oil -4.3 Precious -6.2 Diversified Gold Top 5 / Bottom 5 Performers Wheat Carbon Natural Gas Corn Soybeans Nickel -2.3% Aluminium -2.4% Coffee -2.4% China Equity -4.6% Cocoa -8.4% 4.9% 2.7% 2.6% 2.2% 1.9% -15% -5% 5% So urce: ETF Securities No te: s ee next page (*)

2 2 ETP FLOWS (in US$m) ASSETS TOTAL , , ,676 Diversified Precious Metals ,343 Basket % -3.5% -8.9% -5.7% Gold , % -3.1% -6.4% -3.7% Silver % -4.% -9.2% -8.5% Platinum % -.8% -1.5% -14.3% Palladium % -2.9% -13.1% 3.6% Energy ,51.3 1,372 Basket % -2.4% 7.4% 24.7% Crude oil ,83.9 1, % -4.3% 13.9% 46.9% Natural Gas % 1.% -5.% -12.6% Heating Oil % -2.2% 5.2% 3.7% Gasoline % -1.1% 4.7% 24.% Carbon % 1.9% 16.4% 218.6% Industrial Metals Basket % -2.6% -12.4% 2.% Aluminium % -2.7% -9.9% 5.8% Copper % -2.1% -17.5% -6.9% Nickel % -3.% 5.3% 29.9% Zinc % -3.2% -19.7% -4.3% Tin % 1.7% -.9% -2.5% Lead % -9.2% -14.8% -1.8% Agriculture Basket % 1.2% -4.8% -1.6% Wheat % 8.% 19.3% 1.5% Corn % 2.7% -1.% -12.1% Soybeans %.9% -9.8% -11.3% Cotton % 4.4% 13.8% 26.3% Coffee % -5.5% -18.7% -3.4% Sugar % -5.7% -29.9% -27.5% Soybean Oil % -2.% -16.2% -19.% Cocoa % -16.9% 3.8% -.9% Livestock Basket % -1.9% -8.3% -9.9% Lean Hogs % -12.3% -2.9% -2.% Live Cattle % 2.9% -2.4% -5.5% Equities US.....3% 2.5% 6.9% 16.3% Europe % 2.% 1.% 3.6% Asia % -2.% -23.9% -18.4% Australia % -.5% 4.7% 14.2% FX PERFORMANCE (US$) G USD % 1.2% 3.2% 1.6% CAD %.% -4.5% -3.7% EUR % -.3% -.9% -.5% GBP % -.8% -.4% 1.9% CHF %.%.5% -1.4% NOK %.% 3.9% -.5% SEK %.% -6.6% -8.2% JPY %.% 3.%.7% CNY % -2.3% -2.2%.9% INR % 1.3% -3.3% -5.2% AUD %.% -4.7% -5.8% NZD %.2% -1.9% -6.8% Commodity FX (*) All data as at 3 Aug 18, based on ETF Securities global commodity ETP flows and assets. In FX due to being pair trades there is double counting. Price performance is based on NAV data for commodities, indices for Bonds & Equities, Trade weighted indices for FX, Bloomberg

3 3 Commodities -5-1, -1,5-2, -2,5 Jul 17 Oct 17 Jan 18 Apr 18 Jul 18 Equities Jul 17 Oct 17 Jan 18 Apr 18 Jul 18 Currencies Jul 17 Oct 17 Jan 18 Apr 18 Jul 18 DIVERSIFIED Diversified All Commodities Ex-Energy Ex-Ags and Liv Past Month Flows in Diversified ETPs DIVERSIFIED -$38.7 All Commodities -$43.5 Ex-Energy Ex-Agriculture and Livestock $4.8 1, Net Cumulative Flows into Diversified Commodities % -5% % 5% 1% 8 6 All Commodities

4 4 ENERGY Energy ,51.3 1,372 Energy Basket Crude oil ,83.9 1,117 Natural Gas Heating Oil Gasoline Carbon Past Month Flows Trends in Energy ETPs ENERGY Energy Basket Crude oil Natural Gas Heating Oil Gasoline. 1.2 Carbon. 5, Net Cumulative Flows into Energy -1% -5% % 5% 1% 4,5-2 4, -4 3,5 3, -6-8 Crude oil 2,5-1, 2, -1,2 1, ,4 PRECIOUS METAL Precious Metals ,343 PM Basket Gold ,893 Silver Platinum Palladium Past Month Flows in Precious Metals ETPs PRECIOUS METALS -$2.4 PM Basket Gold $. -$ $15.7 -$349. Silver -$1.9 $2.7 Platinum -$5. $5.9 Palladium -$2.4 Net Cumulative Flows into Precious Metals 12, 11,5 11, 1,5 1, 9,5 9, 8,5 8, 7,5 7, % -5% % 5% 1% Gold

5 5 INDUSTRIAL META Industrial Metals IM Basket Aluminium Copper Nickel Zinc Tin Lead Past Month Flows in Industrial Metals ETPs INDUSTRIAL METALS -$3.1 $7.9 IM Basket -$31.7 $.3 Aluminium Copper -$2.2 $1.6 $27. Nickel -$1. $11.2 Zinc -$.5 $.4 Tin -$.2 $.1 $. 1,5 1,4 1,3 1,2 1,1 1, Net Cumulative Flows into Industrial Metals % -5% % 5% 1% Copper AGRICULTURE Agriculture Agri Basket Wheat Corn Soybeans Cotton Coffee Sugar Soybean Oil Cocoa AGRICULTURE Agri Basket Wheat Corn Soybeans Cotton$. Coffee Sugar Soybean Oil Cocoa Past Month Flows in Agricultural ETPs -$.1 -$15.9 -$12. -$.1 -$2.3 -$.6 $3.7 -$.1 $2. $69.5 $67.9 $9.5 $5.3 $8.7 $4.2 $. $. Net Cumulative Flows into Agriculture 1,5 1,3 1, % -5% % 5% 1% Sugar 5-5

6 6 LIVESTOCK Livestock Livestock Baske Lean Hogs Live Cattle Past Month Flows in Livestock ETPs LIVESTOCK $.3 $.1 Livestock Basket$. Lean Hogs $.2 $.1 Live Cattle $. Net Cumulative Flows into Livestock % 2% 4% 6% 8% 1% Lean Hogs EQUITIES Region EQUITIES Past Month Flows in Equity ETPs -$3.3 -$2.3 US.... Europe Asia Australia.... US Europe -$3.5 -$2.3 $. Asia Australia $. -1% -5% % 5% 1% Net Cumulative Flows into Equities Europe

7 7 CURRENCIES FX G USD CAD EUR GBP CHF NOK SEK JPY CNY INR AUD NZD Commodity FX n.b. Due to each currency being a pair, there is double counting in the flow data Net Cumulative Flows into Currencies G1 USD CAD EUR GBP CHF NOK SEK JPY CNY INR AUD NZD Commodity FX Past Month Flows in Currency ETPs % -5% % 5% 1% JPY -2.

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