Overview
|
In normal market conditions, the Fund will invest at least 90% of its assets in shares of companies of any size, that are based anywhere in the world, including emerging markets.The Investment Manager identifies stocks from the MSCI All Country World Index and ranks them from the least attractive to most attractive based upon certain factors, such as Value, Quality, Momentum, Low Risk and Size. The Investment Manager will then quantitatively select the shares to create a portfolio which maximises the exposure to the highest ranked stocks whilst minimising the Fund’s risk characteristics through the application of a series of constraints such as sector and company weights.The Fund may invest in China A-shares through the Shanghai-Hong Kong and/or Shenzhen-Hong Kong Stock Connect and in CAAPs or through funds.The Fund may invest up to 10% in other funds and up to 10% in total return swaps and contracts for difference.The Fund is actively managed and does not track a benchmark. Consideration may be given to a reference benchmark when selecting investments. The reference benchmark for the Fund is MSCI All Country World Index (USD) Net.See the Prospectus for a full description of the investment objectives and derivative usage.
|
Fundamentals
Research History
-
11 Feb 2026 8 min read
HSBC Multi Factor Worldwide Equity UCITS ETF – Global equity exposure with a little extra juice
Global equity exposure with a little extra juice HSBC Multi Factor Worldwide Equity UCITS ETF (HWWA) is a well-established active ETF that highlights the benefits of this asset class. Using a proven factor investing approach, explained later in this report, it has consistently delivered modest outperformance against its global equity benchmark. Despite a brief setback […]
-
8 min read
HSBC Multi Factor Worldwide Equity UCITS ETF – Global equity exposure with a little extra juice
Global equity exposure with a little extra juice HSBC Multi Factor Worldwide Equity UCITS ETF (HWWA) is a long-standing active ETF that neatly demonstrates the appeal of the asset class. Through a tried-and-trusted investment process based on factor investing – which we explain in this note – it has consistently achieved a modest outperformance of […]
-
8 min read
HSBC Multi Factor Worldwide Equity UCITS ETF – Global equity exposure with a little extra juice?
Global equity exposure with a little extra juice? HSBC Multi Factor Worldwide Equity UCITS ETF (HWWA) is a long-standing active ETF that is managed using an investing process based on factor investing, which is described in this note. As discussed on pages 9 and 10, HWWA has been able to achieve modest outperformance compared to […]
