HSBC Asset Management launches six new share classes UCITS ETFs on the London Stock Exchange
By ETFWorld.co.uk
Olga de Tapia, Global Head of ETF & Indexing Sales, HSBC AM
HSBC DEVELOPED WORLD SUSTAINABLE EQUITY UCITS ETF
The Fund aims to track as closely as possible the returns of the FTSE Developed ESG Low Carbon Select Index. The Fund will invest in, or gain exposure to shares of companies which make up the Index.
Investment Policy:
The Index is a subset of the FTSE Developed Index and made up of companies in developed countries, as defined by the Index Provider.
The Index seeks to achieve a reduction in carbon emissions and fossil fuel reserves exposure; and an improvement of the FTSE Russell ESG rating against that of the Parent Index. The Index also applies the United Nations Global Compact exclusionary criteria.
The Fund is passively managed and aims to invest in the shares of the companies in generally the same proportion as in the Index. There may be circumstances when it is not possible or practical for the Fund to invest in all constituents of the Index. If the Fund cannot invest directly in the companies that constitute the Index, it may gain exposure by using other investments such as depositary receipts, derivatives or funds.
| Product Name | HSBC DEVELOPED WORLD SUSTAINABLE EQUITY UCITS ETF |
| ISIN | IE000ZGT8JM8 |
| SEDOL | BM9F3T9 |
| Currency | GBP |
| Underlying | FTSE Developed ESG Low Carbon Select Index |
| Management Fee | 0.18 % |
| Product Name | HSBC DEVELOPED WORLD SUSTAINABLE EQUITY UCITS ETF |
| ISIN | IE000ZGT8JM8 |
| SEDOL | BM9F3V1 |
| Currency | USD |
| Underlying | FTSE Developed ESG Low Carbon Select Index |
| Management Fee | 0.18 % |
HSBC MULTI FACTOR WORLDWIDE EQUITY UCITS ETF
The Fund aims to provide long term capital growth.
Investment Policy:
In normal market conditions, the Fund will invest at least 90% of its assets in shares of companies of any size, that are based anywhere in the world, including emerging markets.
The Investment Manager identifies stocks from the MSCI All Country World Index and ranks them from the least attractive to most attractive based upon certain factors, such as Value, Quality, Momentum, Low Risk and Size.
The Investment Manager will then quantitatively select the shares to create a portfolio which maximises the exposure to the highest ranked stocks whilst minimising the Fund’s risk characteristics through the application of a series of constraints such as sector and company weights.
The Fund may invest in Chinese equities. The Fund may also invest in China A-shares either directly (through the Shanghai-Hong Kong Stock Connect and/or Shenzhen-Hong Kong Stock Connect) or indirectly through China A-shares Access Products (CAAP) or through funds.
The Fund may invest up to 10% of its assets in other funds, including other HSBC funds.
The Fund may invest up to 10% of its assets in total return swaps and contracts for difference. However, this is not expected to exceed 5%.
| Product Name | HSBC MULTI FACTOR WORLDWIDE EQUITY UCITS ETF |
| ISIN | IE0000378O66 |
| SEDOL | BN73G37 |
| Currency | GBP |
| Underlying | MSCI AC World Net Index |
| Management Fee | 0.25 % |
| Product Name | HSBC MULTI FACTOR WORLDWIDE EQUITY UCITS ETF |
| ISIN | IE0000378O66 |
| SEDOL | BP9R103 |
| Currency | USD |
| Underlying | MSCI AC World Net Index |
| Management Fee | 0.25 % |
HSBC UK SUSTAINABLE EQUITY UCITS ETF
The Fund aims to track as closely as possible the returns of the FTSE UK ESG Low Carbon Select Index. The Fund will invest in, or gain exposure to shares of companies which make up the Index.
Investment Policy:
The Index is a subset of the FTSE UK Index and made up of companies in the United Kingdom, as determined by the Index Provider.
The Index seeks to achieve a reduction in carbon emissions and fossil fuel reserves exposure, and an improvement of the FTSE Russell ESG rating against that of the Parent Index. The Index also applies the United Nations Global Compact exclusionary criteria
| Product Name | HSBC UK SUSTAINABLE EQUITY UCITS ETF |
| ISIN | IE00046S3PW1 |
| SEDOL | BM9F3G6 |
| Currency | GBP |
| Underlying | FTSE UK ESG Low Carbon Select Index |
| Management Fee | 0.12 % |
| Product Name | HSBC UK SUSTAINABLE EQUITY UCITS ETF |
| ISIN | IE00046S3PW1 |
| SEDOL | BM9F3Q6 |
| Currency | USD |
| Underlying | FTSE UK ESG Low Carbon Select Index |
| Management Fee | 0.12 % |
Source: ETFWorld.co.uk
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