HSBC
HSUK.L
IE00BKY53D40
HSBC UK SCREENED EQUITY UCITS ETFGBP
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About this ETF

The HSBC UK SCREENED EQUITY UCITS ETF GBP seeks to track the FTSE UK ESG Low Carbon Select index. The FTSE UK ESG Low Carbon Select index tracks large and mid cap UK securities. The index aims to reduce carbon emissions and fossil fuel consumption by 50 percent each and to improve the ESG (environmental, social and governance) rating by 20 percent, compared to its parent index (FTSE UK index). Excluded sectors and companies: weapons, thermal coal, tobacco, nuclear power, non-compliance with UN Global Compact.

TER
0.12%

Total Expense Ratio per year

Fund Size
€20.37M

Assets under management

Holdings
75

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
15.95
Weighted Fwd P/E
290.45
💰 Revenue Estimates
Current Year CY
+6.17% ⌀ 14 Analysts Coverage
Next Year NY
+5.41% ⌀ 14 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+22.4% ⌀ 15 Analysts Coverage
Next Year NY
+13.15% ⌀ 15 Analysts Coverage

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ETF Profile
Provider
HSBC
HSBC
Fund Type
ETF
Inception Date
10/08/2020 (6 yrs)
Region
-
Sector
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
48/100 Moderate
Diversification Score
48/100 Moderate
5Y Volatility
14.1% p.a.
Max Drawdown (5Y)
-14.9%
Sharpe Ratio (5Y)
0.38
Beta Factor
1.06
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
🟡 Moderate analyst coverage (15.1 analysts)
🔴 Extreme top 10 holdings concentration: 65% of fund in top 10 positions.
🔴 High single-country risk: 100% of portfolio in "United Kingdom".
⚠️ Sector concentration: 32% in "Financial Services".
⚠️ Elevated Interest Rate Sensitivity: 48% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 62% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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