HSBC Multi Factor Worldwide Equity

ETF description

This ETF is designed to provide exposure to a selection of companies from around the world, focusing on specific characteristics known as ‘“factors.”’ These factors can include elements like value, quality, and momentum, which are used to identify companies that may perform well over time. By investing in this ETF, individuals can gain a diversified portfolio that aims to capture the potential benefits of these factors.

Investors who might find this ETF appealing are those interested in a strategy that seeks to balance risk and return by targeting companies with desirable attributes. This approach may attract individuals looking for a more strategic way to invest in the global stock market rather than simply buying shares in a broad index.

Issuer details

HSBC Global Asset Management is a leading asset management firm and subsidiary of HSBC Holdings plc. With over $500 billion in assets under management as of June 2024, HSBC offers many investment products, including ETFs and covers various market segments. Established in 1973, HSBC Global Asset Management has a global presence with a particular focus on emerging markets, leveraging its expertise in these regions. Notable ETFs include the HSBC MSCI Emerging Markets UCITS ETF and the HSBC S&P 500 UCITS ETF, reflecting HSBC’s focus on providing exposure to global markets and diversified investment options.

Index details

The Multi Factor Worldwide Equity index offers a comprehensive investment solution by combining multiple investment factors with global diversification. This approach aims to enhance risk‑adjusted returns and provide more consistent performance compared to traditional market‑cap‑weighted indices.