KraneShares MSCI All China Health Care Index ETF · AMEX:KURE
KraneShares MSCI All China Health Care Index ETF — KraneShares Electric Vehicles & Future Mobility ETF — Investor Presentation (September 2020)
18 slides from KraneShares MSCI All China Health Care Index ETF's investor presentation, Sep 30, 2020
Slide 1: Opportunities from Electric Vehicles, Future Mobility & New Transportation Technology
KARS 9/30/2020 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 and Features
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 • 57% of new car sales and over 30% of the global car fleet are 120 projected to be electric by 2040.1 100 55% million vehicles 80 • China is projected to account for
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 the global market for electric vehicles. Projected lithium-ion battery demand, by end-use5 2,000 • Widespread adoption of electric vehicles may dramatically increase demand for
Slide 8: Connectivity
Connectivity The Internet of Vehicles (IoV) connects cars to each other and outside world. Share of new cars sold that are connected to the Internet • Nearly all new vehicles sold in China, the European Union, and the worldwide from 2015 to 20251 United States are projected to be connected to the in
Slide 9: Autonomous Driving
Autonomous Driving Autonomous vehicles could dramatically change the nature of the transportation market. • By 2035, cars with autonomous features are projected to capture Autonomous vehicle launch timelines based on public announcements5 25% of the new car market and more than 30 million autonomous
Slide 10: Shared Mobility
Shared Mobility Shared mobility is revolutionizing transport systems. • The rapid rise of ride hailing platforms such as Uber laid the foundation for a major paradigm shift in transportation to a “passenger economy,” which is projected to add $7 trillion to the global economy by 2050.1 • Ride hailin
Slide 11: China possesses unique advantages in future mobility development
China possesses unique advantages in future mobility development. • China is the world’s largest electric vehicle (EV) market and sold around 1.1 million EV in 2019, accounting for nearly 50% of EVs sold worldwide.2 • In 2019, China already had 401,000 public charging stations3 compared to only 20,0
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 9/30/2020)* Electric Great Wall Motors has launched product lines of both plug-in hybrids (PHEVs) and battery electric Great Wall Motors 1.06% V
Slide 14: China, the United States, and Europe are leading the world in future mobility
China, the United States, and Europe are leading the world in future mobility. Europe* • Electric Vehicle Stock World Ranking (2019): 2nd1 China • Electric Vehicle Stock (2019): 1,750,0001 • Electric Vehicle Stock World • Fund weight: 31%2 Ranking (2019): 1st1 • Electric Vehicle Stock (2019): 3,350,
Slide 15: KARS is diverse in sector coverage, size, and geography
KARS is diverse in sector coverage, size, and geography in order to capture value wherever it is being created. KARS Sector Breakdown KARS Market Cap Breakdown KARS Country Breakdown Communication Services 5% Materials 9% Netherlands Mid Cap 2% 11% Others 21% United Ireland Consumer 2% States Small
Slide 16: KraneShares Electric Vehicles & Future Mobility ETF
KraneShares Electric Vehicles & Future Fund Details Data as of 9/30/2020 Top 10 Holdings as of Ticker % 9/30/2020 Holdings are Mobility ETF Primary Exchange NYSE subject to change. Investment Strategy: CUSIP 500767827 ADVANCED MICRO DEVICES AMD 3.67 KARS seeks to measure the performance of Solactive
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. Risk Discl
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
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