IE00BKY59K37
IE00BKY59K37
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETFUSD
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About this ETF
The HSBC Developed World Screened Equity UCITS ETF USD seeks to track the FTSE Developed ESG Low Carbon Select index. The FTSE Developed ESG Low Carbon Select index tracks large and mid cap securities from developed markets worldwide. 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 Developed index). Excluded sectors and companies: weapons, thermal coal, tobacco, nuclear power, non-compliance with UN Global Compact.
TER
0.18%
Total Expense Ratio per year
Fund Size
€539.56M
Assets under management
Holdings
673
Underlying equities
Dividend Yield
0%
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
20.95
Weighted Fwd P/E
15.82
💰 Revenue Estimates
Current Year CY
+17.01% ⌀ 26 Analysts Coverage
Next Year NY
+12.79% ⌀ 26 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+39.75% ⌀ 25 Analysts Coverage
Next Year NY
+21.47% ⌀ 25 Analysts Coverage
Related ETFs
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETFUSD (Dist)
25.13 GBP
TER 0.18% 1Y +23.1%
Vanguard FTSE Developed World UCITS ETF (USD) Accumulating
153.56 USD
TER 0.12% 1Y +16.4%
Vanguard FTSE Developed World UCITS ETF (USD) Distributing
109.74 GBP
TER 0.12% 1Y +16.6%
Vanguard ESG Developed World All Cap Equity Index Fund GBP Acc
609.24 GBP
TER 0.2% 1Y +17.8%
Vanguard ESG Developed World All Cap Equity Index Fund EUR Acc
550.03 EUR
TER 0.2% 1Y +20.4%
Vanguard ESG Developed World All Cap Equity Index Fund CHF Acc
161.79 CHF
TER 0.2% 1Y +20.8%
Vanguard ESG Developed World All Cap Equity Index Fund USD Acc
328.32 USD
TER 0.2% 1Y +16.1%
Vanguard ESG Developed World All Cap Equity Index Fund GBP Dist
484.12 GBP
TER 0.2% 1Y +16.6%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
07/09/2020 (6 yrs)
Index Group
FTSE Developed Region
World Country
-
Sector
-
Strategy
Social / Environmental Theme
Climate_Change Distribution Policy
Accumulating Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 89/100 High (Broad Diversification)
Diversification Score
89/100 High (Broad Diversification)
5Y Volatility
14.9% p.a.
Max Drawdown (5Y)
-26.2%
Sharpe Ratio (5Y)
0.66
Beta Factor
0.94
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 33% in "Technology".
⚠️ Elevated Interest Rate Sensitivity: 35% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 50% in heavily regulated industries (defense, regulated utilities, healthcare policy).