IE0007P4PBU1
IE0007P4PBU1
HSBC MSCI CHINA UCITS ETFUSD (Acc)
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Risk & Diversification Scores
Transparent evaluation of price volatility (SRI) and 4-dimensional portfolio diversification.
Volatility Risk Score
7/7 Very High
7 / 7 SRI PRIIPs Risk Class
Very high volatility or fundamental risks. Significant loss potential; strictly for aggressive investors.
Volatility (5Y)
33.0% p.a.
5-Year HorizonMax Drawdown (5Y)
-43.2%
Deepest DrawdownSharpe Ratio
-0.21
Negative (< 0.0)Rec. Holding Period
10+ Years
Investment HorizonSpeculative / High Risk: Score Basis:
Diversification Score
Broadly Diversified (< 35%)
48 / 100 Portfolio Diversification
4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)
High risk diversification: No dependency on individual heavyweights.
Top 10 Holdings
20.3%
Low ConcentrationEffective Holdings
~173
of 393 holdingsTop Sector
24.1%
Financial ServicesTop Region / Country
99.4%
ChinaExcellent multi-dimensional diversification across holdings, industries, and geographies.
Multi-Horizon Risk & Performance Matrix
Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.
Stable Long-Term Volatility High Volatility
Timeframe | Volatility (p.a.) | Max Drawdown | Sharpe Ratio | Return (p.a.) |
|---|---|---|---|---|
| 1 Year | — | — | — | -19.4% |
| 3 Years | 33.3% | -39.5% | 0.12 | +6.4% |
| 5 Years | 33.0% | -43.2% | -0.21 | — |
| 10 Years | — | — | — | — |
Notes & Warnings
🟢 Favorable / fair valuation: Avg P/E of 13.9
🟢 Balanced position distribution (< 35% in Top 10)
Solid fund volume
🔴 Low analyst coverage (4.2 analysts, higher growth estimate uncertainty)
🔴 High single-country risk: 99% of portfolio in "China".
⚠️ Elevated emerging markets risk: 99% Emerging Markets.
🔴 Growth estimates are hyper-concentrated: Top 3 growth drivers account for 68% of total forward growth.
⚠️ Elevated Economic Cyclicality: 51% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Interest Rate Sensitivity: 41% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 57% in heavily regulated industries (defense, regulated utilities, healthcare policy).
🔴 Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (33.0% p.a.).
⚠️ Historical Stress Test: Maximum peak-to-trough drawdown of -43.2% in the extended horizon.