HPAW vs. H41J - ETF Comparison
HPAW - HSBC MSCI World Climate Paris Aligned UCITS ETF
The HSBC MSCI World Climate Paris Aligned UCITS ETF is an equity fund that tracks the MSCI World Climate Paris Aligned index, focusing on companies that benefit from the transition to a lower carbon economy. The fund has a global investment scope and follows a long-only strategy, with a total expense ratio of 0.18%.
H41J - HSBC Multi-Factor Worldwide Equity UCITS ETF USD
The HSBC Multi-Factor Worldwide Equity UCITS ETF USD is an actively managed exchange-traded fund that tracks a diversified portfolio of equities from developed and emerging markets worldwide, using a multi-factor strategy that combines value, momentum, quality, low risk, and size factors. The fund aims to provide long-term capital growth and income, with a competitive total expense ratio of 0.25% per annum.
| HPAW | H41J | |
|---|---|---|
| Fund Name | HSBC MSCI World Climate Paris Aligned UCITS ETF | HSBC Multi-Factor Worldwide Equity UCITS ETF USD |
| Fund Provider | HSBC | HSBC |
| Index | MSCI World Climate Paris Aligned | HSBC Multi-Factor Worldwide Equity |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.18% | 0.25% |
| Inception Date | 2021-07-07 | 2014-07-04 |
| Number Of Holdings | 603 | 485 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Distributing |
| Region | Global | Global |
| Market Cap | Blend | Blend |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.