HSBC
HSWD.L
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

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ETF Profile
Provider
HSBC
HSBC
Fund Type
ETF
Inception Date
07/09/2020 (6 yrs)
Index Group
FTSE Developed
Region
World
Country
-
Sector
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
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).
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