MSCI China All Shares IMI Select Batteries Index

The MSCI China All Shares IMI Select Batteries Index captures large, mid and small-cap representation of the Chinese markets. The index includes H-shares, Red Chips, P-Chips, B-shares and A-shares. The index aims to represent the performance of a set of companies associated with electro-chemical energy storage technologies, battery technologies, battery materials and companies mining metals used to manufacture batteries. All eligible securities in the parent index from the selected issuers are included in the final index.

Index code	746438
Inception date	May 31, 2018
Benchmark administrator	MSCI LIMITED
Div Yld (%)	1.28
P/E	24.94
P/E Fwd	16.30
P/BV	2.73

Number of constituents	21
Index Market Cap	$153.15 B
Largest constituent Market Cap	$32.40 B
Smallest constituent Market Cap	$2.55 B
Average constituent Market Cap	$7.29 B
Median constituent Market Cap	$3.98 B
Does this benchmark pursue ESG objectives?	No

Data as of Nov. 29, 2024

		Annualized std dev (%)²	Sharpe ratio^2,3	Maximum drawdown
MSCI China All Shares IMI Select Batteries Index	25.82	36.20	40.16		-0.59	0.44		68.60	2024-02-05 - 2021-11-29
MSCI ACWI IMI	2.39	16.60	17.82	15.06	0.17	0.50	0.56	58.28	2009-03-09 - 2007-10-31

Ticker	Provider	Name	Product type	Index name	Currency
419430 KS	Samsung Asset Management	Samsung KODEX MSCI China All Shares Batteries ETF	ETF	MSCI China All Shares IMI Select Batteries Index

ESG metrics

Summary

MSCI China All Shares IMI Select Batteries Index

Implied Temperature Rise

> 2.0°C - < 3.2°C

100.0% coverage

MSCI ACWI IMI

Implied Temperature Rise

> 2.0°C - < 3.2°C

94.6% coverage

MSCI China All Shares IMI Select Batteries Index	Score	Coverage
ESG Score	6.1	100.0%
UN Global Compact Violations % (*)	0.0%	100.0%
Red Flag ESG Controversies % (*)	0.0%	100.0%

MSCI ACWI IMI	Score	Coverage
ESG Score	6.6	89.0%
UN Global Compact Violations % (*)	0.1%	99.8%
Red Flag ESG Controversies % (*)	0.1%	99.8%

(*) Additional ESG factor not mentioned in the regulation but provided for transparency purposes.

Data available as of Nov. 29, 2024. The information was updated as part of the regular monthly update cycle.

MSCI ESG and climate ratings, research and data are produced by MSCI ESG Research LLC, a subsidiary of MSCI Inc. MSCI ESG Indexes, Analytics, Real Assets, and Private Capital Solutions are products of MSCI Inc. that utilize information from MSCI ESG Research LLC. MSCI Indexes are administered by MSCI Limited and MSCI Deutschland GmbH.

Consolidated environmental rating distribution

MSCI China All Shares IMI Select Batteries Index

MSCI ACWI IMI

MSCI China All Shares IMI Select Batteries Index	Score	Coverage
Environmental Pillar Score	6.1	100.0%
Aggregated Climate VaR %	-18.1%	--
Policy Risk Climate VaR %	-14.7%	100.0%
Technology Opportunities Climate VaR %	13.6%	90.4%
Physical Risk Climate VaR %	-17.1%	100.0%
Fossil Fuel-Based Sector Exposure (NACE) %	24.8%	100.0%
Enterprise Carbon Intensity (t CO2e/$M EVIC)	509.1	100.0%
Reported Emissions %	93.1%	--
Estimated Emissions %	6.8%	--
Wtd Avg Carbon Intensity (t CO2e/$M Sales)	1136.9	100.0%
High Climate Impact Sector Exposure %	--	0.0%
Fossil Fuel Reserves % (*)	0.0%	100.0%
Green Revenue	57.1	100.0%
Green Capex %	--	0.0%
Green Bonds % (**)	--	--

MSCI ACWI IMI	Score	Coverage
Environmental Pillar Score	5.8	89.0%
Aggregated Climate VaR %	-17.4%	--
Policy Risk Climate VaR %	-12.0%	96.7%
Technology Opportunities Climate VaR %	1.7%	63.8%
Physical Risk Climate VaR %	-7.1%	87.6%
Fossil Fuel-Based Sector Exposure (NACE) %	6.6%	100.0%
Enterprise Carbon Intensity (t CO2e/$M EVIC)	352.1	96.9%
Reported Emissions %	85.4%	--
Estimated Emissions %	13.9%	--
Wtd Avg Carbon Intensity (t CO2e/$M Sales)	822.9	97.0%
High Climate Impact Sector Exposure %	58.9%	100.0%
Fossil Fuel Reserves % (*)	5.0%	98.0%
Green Revenue	8.3	99.5%
Green Capex %	0.4%	4.8%
Green Bonds % (**)	--	--

(*) Additional ESG factor not mentioned in the regulation but provided for transparency purposes.

(**) The universe of self-labelled green bonds is sourced from Refinitiv and Climate Bonds Initiative. Bonds included in the MSCI Fixed Income Indexes that are not identified as selflabelled green bonds based on data from Refinitiv and Climate Bonds Initiative are deemed non-compliant with the green bond criteria as defined by the MSCI ESG Research Green Bond Assessment methodology. Such bonds are counted towards the Coverage %.

Data available as of Nov. 29, 2024. The information was updated as part of the regular monthly update cycle.

MSCI ESG and climate ratings, research and data are produced by MSCI ESG Research LLC, a subsidiary of MSCI Inc. MSCI ESG Indexes, Analytics, Real Assets, and Private Capital Solutions are products of MSCI Inc. that utilize information from MSCI ESG Research LLC. MSCI Indexes are administered by MSCI Limited and MSCI Deutschland GmbH.

MSCI China All Shares IMI Select Batteries Index	Score	Coverage
Social Pillar Score	3.5	100.0%
Controversial Weapons %	0.0%	100.0%
Tobacco Involvement - Highly Restrictive %	1.8%	--
Tobacco Involvement - Moderately Restrictive % (*)	0.0%	100.0%
Social Violations (Count)	0.0	100.0%
Social Violations (% of Constituents)	0.0%	100.0%
Lack of Due Diligence Policy (ILO) %	47.8%	100.0%
Gender Pay Gap	18.8	33.3%
Female:Male Board Diversity Ratio	24.8	100.0%
Total Recordable Injury Rate	1.2	66.6%
Bribery and Corruption Controversies (Sum)	0.0	100.0%

MSCI ACWI IMI	Score	Coverage
Social Pillar Score	5.0	89.0%
Controversial Weapons %	0.4%	99.7%
Tobacco Involvement - Highly Restrictive %	0.6%	--
Tobacco Involvement - Moderately Restrictive % (*)	0.5%	99.7%
Social Violations (Count)	17.0	99.8%
Social Violations (% of Constituents)	0.1%	99.8%
Lack of Due Diligence Policy (ILO) %	41.7%	96.9%
Gender Pay Gap	14.3	63.2%
Female:Male Board Diversity Ratio	56.2	95.2%
Total Recordable Injury Rate	4.8	73.2%
Bribery and Corruption Controversies (Sum)	181.0	99.8%

MSCI China All Shares IMI Select Batteries Index	Score	Coverage
Governance Pillar Score	5.2	100.0%
Board Independence	44.0	100.0%
Board Gender Diversity	18.1	100.0%

MSCI ACWI IMI	Score	Coverage
Governance Pillar Score	5.6	89.0%
Board Independence	78.4	97.5%
Board Gender Diversity	34.0	97.5%

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CONTEMPORARY A	21.16%
BYD CO H	13.64%
BYD CO A	8.02%
LI AUTO (HK)	6.63%
SUNGROW POWER SUPPLY A	6.44%
QINGHAI SALT LAKE IND A	5.15%
EVE ENERGY A	5.05%
GANFENG LITHIUM GROUP A	3.86%
TIANQI LITHIUM IND A	3.33%
ZHEJIANG HUAYOU COBALT A	3.32%

Index categories

Products for indexes

Direct Indexing

MSCI China All Shares IMI Select Batteries Index

Index risk and return characteristics

Top 10 constituents

Sector weights

Country weights

1 index-linked ETP

ESG metrics

Summary

MSCI China All Shares IMI Select Batteries Index

MSCI ACWI IMI

Consolidated environmental rating distribution

MSCI China All Shares IMI Select Batteries Index

MSCI ACWI IMI

Consolidated social rating distribution

MSCI China All Shares IMI Select Batteries Index

MSCI ACWI IMI

Consolidated governance rating distribution

MSCI China All Shares IMI Select Batteries Index

MSCI ACWI IMI

Want to learn more about MSCI indexes?
Get in touch.

		Annualized std dev (%)²			Sharpe ratio^2,3			Maximum drawdown
	Turnover(%)¹	3 YR	5 YR	10 YR	3 YR	5 YR	10 YR	%	Period YYYY-MM-DD
MSCI China All Shares IMI Select Batteries Index	25.82	36.20	40.16		-0.59	0.44		68.60	2024-02-05 - 2021-11-29
MSCI ACWI IMI	2.39	16.60	17.82	15.06	0.17	0.50	0.56	58.28	2009-03-09 - 2007-10-31

Index categories

Products for indexes

Direct Indexing

MSCI China All Shares IMI Select Batteries Index

Index risk and return characteristics

Top 10 constituents

Sector weights

Country weights

1 index-linked ETP

ESG metrics

Summary

MSCI China All Shares IMI Select Batteries Index

MSCI ACWI IMI

Consolidated environmental rating distribution

MSCI China All Shares IMI Select Batteries Index

MSCI ACWI IMI

Consolidated social rating distribution

MSCI China All Shares IMI Select Batteries Index

MSCI ACWI IMI

Consolidated governance rating distribution

MSCI China All Shares IMI Select Batteries Index

MSCI ACWI IMI

Want to learn more about MSCI indexes?Get in touch.

Want to learn more about MSCI indexes?
Get in touch.