HSBC
HSUS.L
IE00BKY40J65
HSBC USA SCREENED EQUITY UCITS ETFUSD
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About this ETF

The HSBC USA Screened Equity UCITS ETF USD seeks to track the FTSE USA ESG Low Carbon Select index. The FTSE USA ESG Low Carbon Select index tracks large and mid cap US 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 USA 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
€931.53M

Assets under management

Holdings
298

Underlying equities

Dividend Yield
-

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
24.86
Weighted Fwd P/E
17.74
💰 Revenue Estimates
Current Year CY
+19.58% ⌀ 31 Analysts Coverage
Next Year NY
+15.53% ⌀ 32 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+39.4% ⌀ 31 Analysts Coverage
Next Year NY
+25.68% ⌀ 31 Analysts Coverage

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ETF Profile
Provider
HSBC
HSBC
Fund Type
ETF
Inception Date
06/04/2020 (6 yrs)
Index Group
FTSE USA
Region
-
Sector
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

6/7 High
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
23.3% p.a.
Max Drawdown (5Y)
-27.3%
Sharpe Ratio (5Y)
0.50
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Elevated top 10 holdings concentration: 53% of fund in top 10 positions.
⚠️ Sector concentration: 44% in "Technology".
ℹ️ Tech-Capex Exposure: 30% in semiconductors & hardware – dependent on hyperscaler capex cycles.
⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).
⚠️ Elevated Short-Term Volatility: 3Y volatility (27.4%) is noticeably higher than the 5Y average (23.3%).
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