HSBC PLUS USA EQUITY QUANT ACTIVE UCITS ETF

Issuer: HSBC

Asset Class: Equity

TER: 35bps

Trading Currency: GBP

Pays Income: False

Listing Date: 05 Jun 2025

Ticker: HQUS

ISIN: IE0008JXFQK8

This actively managed fund aims to deliver long-term total returns by investing in a diversified portfolio of US equities. It employs a sophisticated quantitative strategy designed to identify companies with the potential to outperform the broader market, as represented by the S&P 500 Net Total Return Index. The investment process is systematic and data-driven, selecting securities based on a combination of well-researched fundamental factors. These factors include value, identifying attractively priced stocks; quality, focusing on financially stable companies; momentum, capturing stocks with strong recent performance; low risk, preferring less volatile assets; and size, considering the impact of market capitalization on returns.

In addition to its quantitative financial approach, the fund integrates key environmental, social, and governance (ESG) considerations into its stock selection process. This is not merely a screening process but a core part of the strategy, which actively promotes ESG characteristics. The methodology involves excluding companies engaged in certain controversial sectors, such as thermal coal and tobacco, as well as those that violate principles of the UN Global Compact. The overall goal is to construct a portfolio that not only exhibits strong factor characteristics but also maintains a lower carbon footprint and a higher overall ESG score than its benchmark, appealing to investors who seek both potential outperformance and alignment with sustainable investment principles.