IE000ZURGSV2
IE000ZURGSV2
HSBC PLUS World Equity Quant Active UCITS ETFUSD Acc
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About this ETF
The ETF invests in stocks from developed markets worldwide. The title selection is based on style factors: Value, Momentum, Quality, Low Risk and Size.
TER
0.2%
Total Expense Ratio per year
Fund Size
€700.26M
Assets under management
Holdings
620
Underlying equities
Dividend Yield
-
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
20.05
Weighted Fwd P/E
16.73
💰 Revenue Estimates
Current Year CY
+22.53% ⌀ 26 Analysts Coverage
Next Year NY
+15.68% ⌀ 27 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+35.92% ⌀ 25 Analysts Coverage
Next Year NY
+22.4% ⌀ 26 Analysts Coverage
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ETF Profile
Provider
Fund Type
ETF Type
Actively Managed Inception Date
06/03/2025 (1 yr)
Index Group
HSBC Quant Active Region
World Country
-
Sector
-
Strategy
Multi Factor Theme
-
Distribution Policy
Accumulating Replication
Full replication Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
7/7 Very High
Diversification Score: 91/100 High (Broad Diversification)
Diversification Score
91/100 High (Broad Diversification)
3Y Volatility
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 32% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 45% in heavily regulated industries (defense, regulated utilities, healthcare policy).