Evolve E-Gaming Index ETF TSX TICKER: HERO
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
The contents of this presentation are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read the fund’s prospectus and consult your financial advisor before investing. This presentation is not an offer or solicitation of an offer or a recommendation to buy or sell any securities or financial instrument, nor shall it be deemed to provide investment, tax or accounting advice. The information contained herein is intended as a summary only and is qualified entirely by, and should be read in conjunction with, the more detailed information appearing in the prospectuses dated November 14, 2019, November 15, 2019, December 19, 2019, April 28, 2020, August 17, 2020, and September 4, 2020. Commissions, management fees and expenses all may be associated with exchange traded funds (ETFs) and mutual funds (funds). Please read the prospectus before investing. ETFs and mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. There are risks involved with investing in ETFs and mutual funds. Please read the prospectus for a complete description of risks relevant to ETFs and mutual funds. Investors may incur customary brokerage commissions in buying or selling ETF and mutual fund units. Certain statements contained in this presentation may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as "may", "will", "should", "expect", "anticipate", "believe", "intend" or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Evolve Funds undertakes no obligation to update publicly or otherwise revise any forward-looking statement whether as a result of new information, future events or other such factors which affect this information, except as required by law. Bloomberg and Bloomberg.com are trademarks and service marks of Bloomberg Finance L.P., a Delaware limited partnership, or its subsidiaries. All rights reserved. Morningstar and Morningstar Direct are trademarks and service marks of Morningstar Canada. All rights reserved. The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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"Over the next decade, an estimated $90 trillion will be added to equity market appreciation. More than half of that is expected to come from disruptive technologies.� - Inside the Strategy Room by McKinsey & Company
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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The Evolution of the Revenue Model in Gaming THEN
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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The eGaming/eSports Ecosystem NOW
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Growth in the eGaming Industry
2.7 billion
The number of gamers globally
11 billion The number of hours spent on watching eSports
$112
The average per month spent on gaming by millennials in North American
11%
The percentage of viewing hours on YouTube are video game-related
3 billion
The hours watched for the first time on streaming platform Twitch through Q1 2020
75%
of Americans have at least one gamer in their household
Sources: Newzoo https://newzoo.com/insights/articles/newzoo-2017-report-insights-into-the-108-9-billion-global-games-market/ With Viewership and Revenue Booming, Esports Set to Compete with Traditional Sports, Syracuse Online Business Blog https://onlinebusiness.syr.edu/blog/esports-to-compete-with-traditional-sports/ The ESA, The NPD Group (Statista) - 2019 Essential Facs About the Compouter and Video Game Industry, The ESA VentureBeat https://venturebeat.com/2020/01/02/superdata-games-hit-120-1-billion-in-2019-with-fortnite-topping-1-8-billion/ Source: NewZoo, VentureBeat.com, May 8, 2020 Source: SuperData, GamesIndustry.Biz
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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The Video Games Market Is Larger Than Most Think eGaming has grown into one of the most dominant forms of entertainment in the 21st century $180 $160
Global Industry Comparison $159
$140
in Billions
$120 $100 $80
$60
$60 $40 $20 $0 Source: NewZoo, esportsearnings.com, Nielsen, Forbes
eGaming Industry
Film & Music Industry
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Source: Pelham Smithers The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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2020 Global Video Games Market Per Device & Segment With Year-On-Year Growth Rates
Source: Newzoo, 2020 Global Games Market Report, April Update The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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U.S. Video Game Sales Shine Amid Pandemic Video game industry sales in the United States*
As at June 30, 2020. The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Video Game Sales Are Extremely Seasonal Monthly video game industry sales in the United States*
As at October 30, 2020. The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Where Video Games Are Popular With Adults Percent of adults in selected countries saying they placed video games (2019)
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Entertainment Industry By Far Global revenue of selected entertainment industry sectors in 2019
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Sony Holds Edge Over Microsoft In Battle For The Living Room Lifetime unit sales of Sony’s Playstation and Microsoft’s Xbox consoles*
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Microsoft’s Acquisition Second-Largest In Video Game History List of largest video game company acquisitions in history
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Mobile Gaming Revenue Tops $35 Billion In First Half Of 2020 Estimated worldwide mobile game revenue on Apple’s App Store and Google Play
As at June 30, 2020. The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Covid-19 Crisis Propels Video Game Sales To Decade High Video game industry sales in the United States in March 2008-2020*
As at March 31, 2020. The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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The Biggest Free-to-Play Cash Cows of 2019 Top 5 free-to-play digital games by worldwide revenue in 2019
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Cashing in on Free-to-Play Games Worldwide revenue generated with free-to-play video games in 2019, by platform
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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The Rise Of Fortnite Number of registered Fortnite players worldwide
As at May 31, 2020. The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Switch Takes Nintendo Back To Wii-Era Heights Global unit sales of Nintendo’s home video game hardware since 1998*
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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The Online Gaming Ecosystem
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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The Players in the Industry
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Investment Opportunities in eGaming & eSports Evolve E-Gaming Index ETF
ETF HERO (Hedged)
Learn more at https://evolveetfs.com/product/hero/
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WHO SHOULD CONSIDER THIS ETF? Investors who are: • Seeking capital appreciation through having exposure to equity securities of companies involved in hardware, software and services relating to the electronic gaming industry • Willing to accept a medium degree of risk • That do not need a steady source of income from their investment
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing. Commissions, management fees and expenses all may be associated with exchange traded funds (ETFs) and mutual funds (funds). Please read the prospectus before investing. ETFs and mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. There are risks involved with investing in ETFs and mutual funds. Please read the prospectus for a complete description of risks relevant to ETFs and mutual funds. Investors may incur customary brokerage commissions in buying or selling ETF and mutual fund units. 24
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The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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