New equity ETFs from HSBC on Xetra: access to value strategy and small caps

Two new Exchange Traded Funds issued by HSBC Asset Management have been tradable on Xetra and via the trading venue Börse Frankfurt since Tuesday.

With the HSBC MSCI World Value ESG UCITS ETF, investors can invest in companies from industrialised countries. The ETF uses a value approach for selection. Only companies that are classified as undervalued based on fundamental data are selected. These fundamental metrics include price-to-book, price-to-earnings, and price-to-cash-flow ratios. In addition, an improved ESG score of 20 per cent compared to the main index should be achieved.

The HSBC MSCI World Small Cap ESG UCITS ETF offers exposure to developed market small cap companies. The selection is based on the best-in-class approach, which means companies with the best ESG profile from the respective sector are selected. The most strongly represented countries are the USA, Japan, and Great Britain.

Both ETFs exclude companies involved in guns, adult entertainment, alcohol, gambling, nuclear power, energy, thermal coal, fossil fuels and tobacco businesses.

NameAsset classISINOngoing chargesDistribution policyReference index
HSBC MSCI World Value ESG UCITS ETFEquity ETFIE000LYBU7X50.25 per centaccumulatingMSCI World Value SRI ESG Target Select Index
HSBC MSCI World Small Cap ESG UCITS ETFEquity ETFIE000C692SN60.25 per centaccumulatingMSCI World Small Cap SRI ESG Leaders Select Index

The product offering in Deutsche Börse’s XTF segment currently comprises a total of 1,982 ETFs. With this selection and an average monthly trading volume of around €19 billion, Xetra is the leading trading venue for ETFs in Europe.

Published on October 25, 2022

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