KraneShares MSCI China Clean Technology Index ETF · AMEX:KGRN
KraneShares MSCI China Clean Technology Index ETF — KraneShares — Investor Presentation (June 2018)
18 slides from KraneShares MSCI China Clean Technology Index ETF's investor presentation, Jun 30, 2018
Slide 1: Opportunities from Electric Vehicles, Future Mobility & New Transportation Technology
KARS 6/30/2018 Opportunities from Electric Vehicles, Future Mobility & New Transportation Technology An Overview of the KraneShares Electric Vehicles & Future Mobility ETF (Ticker: KARS) Info@kraneshares.com 1
Slide 2: Introduction to KraneShares
Introduction to KraneShares About KraneShares Krane Funds Advisors, LLC is the investment manager for KraneShares ETFs. Our suite of China focused ETFs provides investors with solutions to capture China’s importance as an essential element of a well-designed investment portfolio. We strive to provid
Slide 3: KARS Investment Strategy
Investment Strategy: KARS KARS seeks to measure the performance of Solactive Electric Vehicles and Future Mobility Index. The Index is designed to track the performance of companies engaged in the production of electric vehicles and/or their components, or engaged in other initiatives that may chang
Slide 4: Future Mobility – We are entering an electrified, connected, autonomous, and shared future
Future Mobility – We are entering an electrified, connected, autonomous, and shared future. Definition Electric Vehicles Electric vehicles (EV) are vehicles which use one or more electric motors for propulsion. Battery and Non-ferrous Adoption of electric vehicles dramatically increases demand for l
Slide 5: Future Mobility Ecosystem
Future Mobility Ecosystem Vehicle Autonomous Electric Vehicles Connectivity Driving Shared Mobility Batteries and Non-ferrous Metals 5
Slide 6: Electric Vehicles
Electric Vehicles Electric vehicles (EV) are becoming increasingly widespread and economical. Annual global light duty vehicle sales1 • 55% of new car sales and 33% of the global car fleet are projected 120 to be electric By 2040.1 100 55% million vehicles 80 • Total cost of ownership of an electric
Slide 7: Batteries and Non-ferrous Metals
Batteries and Non-ferrous Metals Batteries and Non-ferrous Metals are an ideal avenue for capturing the potential value of electric vehicle markets. Projected global EV lithium-ion battery demand5 1,400 1,294 • Widespread adoption of electric vehicles may dramatically increase 1,200 demand for lithi
Slide 8: Connectivity
Connectivity Connectivity technology like Internet of Vehicles (IoV) connects cars to each other and outside world. Share of new cars sold that are connected to the Internet worldwide from 2015 to 20251 • Nearly all new vehicles sold in China, European Union, and United States are projected to be in
Slide 9: Autonomous Driving
Autonomous Driving Autonomous vehicles could dramatically change the Nature of the transportation market. • By 2035, cars with autonomous vehicle features are projected to Autonomous vehicle launch timelines based on public announcements5 capture 25% of the new car market and more than 30 million au
Slide 10: Shared Mobility
Shared Mobility Shared mobility is revolutionizing transport systems. • The rapid rises of ride sharing platforms such as Uber laid the foundation for the major paradigm shift in transportation to a “passenger economy,” which is projected to add $8 trillion to the global economy by 2050.1 • Ride sha
Slide 11: China possesses unique advantages in future mobility development
Global EV Sales1 2,200 China possesses unique advantages in future mobility 2,000 Thousands of Vehicles development. 1,800 1,600 1,166 1,400 • China is the world largest electric vehicle (EV) market with 533,290 EV sold in 1,200 1,000 733 2017, more than US, Europe and the rest of the world.1 800 60
Slide 12: KARS constituents contribute to all components of future vehicles
KARS constituents contribute to all components of future vehicles. Batteries and Raw materials Connectivity and Autonomous Capability Electrical Grid Entire Vehicle Manufacturers 12
Slide 13: Example Holdings of the KraneShares Electric Vehicles and Future Mobility ETF
Example Holdings of the KraneShares Electric Vehicles and Future Mobility ETF: Holding weight in KARS Theme Example Holdings Future Mobility Service (as of 6/30/2018)* Tesla 3.19% Tesla designs and manufactures the Model S electric sedan and the Model X electric SUV. Electric Vehicles BYD 1.50% BYD
Slide 14: China, the United States, and Germany are leading the world in future mobility
China, the United States, and Germany are leading the world in future mobility Germany • Plug-in Vehicle Sales World Ranking (2015): 7th1 China • Electric Vehicle Stock (2016): 109,5602 • Plug-in Vehicle Sales World • Fund weight: 12.3%3 Ranking (2015): 1st1 • Electric Vehicle Stock (2017): 1,227,77
Slide 15: KARS is diverse in sector coverage, size, and geography
KARS is diverse in sector coverage, size, and geography in an attempt to capture value wherever it is being created. KARS Sector Breakdown KARS Market Cap Breakdown KARS Country Breakdown Netherlands Communications 3.7% Chile 9.2% 3.7% South Korea 3.1% Peru Germany 3.7% Taiwan Mid Cap 12.3% 2.2% 11.
Slide 16: KraneShares Electric Vehicles & Future Mobility ETF
Fund Details As of 6/30/2018 Top Ten Holdings as of 6/30/2018 % of The Fund’s Holdings Are Subject to Change. Fund Primary Exchange NYSE TEXAS INSTRUMENTS INC 3.77 KraneShares Electric Vehicles & Future Cusip 500767827 ALPHABET INC-CL A 3.74 Mobility ETF Total Annual Fund Operating 0.69% NXP SEMICON
Slide 17: Important Notes
Important Notes Carefully consider the Funds' investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full & summary prospectus, which may be obtained here: KARS. Read the prospectus carefully before investing. Investing
Slide 18: Important Notes (continued)
Important Notes (continued) Although Krane Funds Advisors LLC and its affiliates (“Krane”) shall obtain data from sources that Krane considers reliable, all data contained herein is provided “as is” and Krane makes no representation or warranty of any kind, either express or implied, with respect to