HSBC PLUS World Equity Index Quant Active UCITS ETF USD ACC

Issuer: HSBC

Asset Class: Equity

TER: 35

Trading Currency: USD

Pays Income: False

Listing Date: 23 Jan 2026

Ticker: HWQA

ISIN: IE000T52YWD9

This financial instrument is an actively managed fund that aims to deliver long-term total return. It achieves this by investing in a diversified portfolio of equity securities from companies primarily located in developed countries across the world. The core of its strategy is a systematic, rules-based quantitative model designed to outperform traditional market-capitalisation weighted indices. By removing human emotion and biases from the stock selection process, the strategy focuses on data-driven decisions to construct its portfolio, seeking to capture sources of excess return identified through extensive academic research and market analysis.

The investment process is centered around a multi-factor approach, which systematically evaluates and selects stocks based on several key characteristics known to be associated with higher long-term returns. These factors include value (identifying undervalued stocks), quality (focusing on financially healthy companies), momentum (investing in stocks with strong recent performance), low volatility (favoring more stable stocks), and size (considering smaller companies). The portfolio is built by combining these factor exposures in a balanced manner, creating a diversified basket of securities that aims for a superior risk-adjusted performance compared to the broader global equity market. The portfolio is rebalanced on a regular basis to ensure it remains aligned with its target factor exposures.

This product is tailored for investors seeking a core global equity holding that goes beyond simple market replication. It offers a potential for enhanced returns and improved diversification by moving away from the concentration risks often found in standard market-cap weighted funds. By employing a transparent and disciplined quantitative approach, it provides a cost-effective alternative to traditional active management, making it suitable for those looking to build a long-term portfolio grounded in a systematic, factor-based investment philosophy.