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ETF Stratégie de gestion active
TER
0,25% p.a.
Distribution policy
Distribution
Replication
Physique
Fund size
EUR 82 m
Inception Date
25 juin 2014
Overview
Description
The HSBC Economic Scale Worldwide Equity UCITS ETF USD is an actively managed ETF.
The HSBC Economic Scale Worldwide Equity index tracks equities from developed and emerging markets worldwide. The index weights firms based on the economic contribution that they make to the global economy.
Chart
Basics
Data
| Index | HSBC Economic Scale Worldwide Equity |
| Investment focus | Actions, Monde |
| Fund size | EUR 82 m |
| Total expense ratio | 0,25% p.a. |
| Replication | Physical (Full replication) |
| Legal structure | ETF |
| Strategy risk | Actively managed |
| Sustainability | Non |
| Fund currency | USD |
| Currency risk | Currency unhedged |
| Volatility 1 year (in EUR) | 25,06% |
| Inception/ Listing Date | 25 juin 2014 |
| Distribution policy | Distributing |
| Distribution frequency | Quarterly |
| Fund domicile | Irlande |
| Fund Provider | HSBC ETF |
| Fund Structure | Company With Variable Capital (SICAV) |
| UCITS compliance | Yes |
| Administrator | HSBC Securities Services (Ireland) Limited |
| Investment Advisor | HSBC Global Asset Management (UK) Limited |
| Custodian Bank | HSBC Continental Europe, Dublin |
| Revision Company | KPMG |
| Fiscal Year End | 31 décembre |
| Swiss representative | HSBC Global Asset Management (Switzerland) AG |
| Swiss paying agent | HSBC Private Bank (Suisse) SA |
| Germany | Transparence fiscale |
| Switzerland | Pas d’ESTV Reporting |
| Austria | Pas de « Meldefonds » |
| UK | UK Reporting |
| Indextype | Total return index |
| Swap counterparty | - |
| Collateral manager | |
| Securities lending | No |
| Securities lending counterparty |
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Performance
Les chiffres de performance incluent les distributions/dividendes (le cas échéant). Par défaut, la performance totale de l'ETF est affichée.
Returns overview
| YTD | -15.22% |
| 1 month | -0.97% |
| 3 months | +3.13% |
| 6 months | +14.98% |
| 1 year | -10.62% |
| 3 years | +0.32% |
| 5 years | +27.64% |
| Since inception (MAX) | - |
| 2025 | +20.47% |
| 2024 | -5.62% |
| 2023 | +8.61% |
| 2022 | +15.60% |
Monthly returns in a heat map
Dividends
Current dividend yield
| Rendement actuel de distribution | 2,45% |
| Dividends (last 12 months) | EUR 0,32 |
Historic dividend yields
| Period | Dividend in EUR | Dividend yield in % |
|---|---|---|
| 1 an | EUR 0,32 | 2,14% |
| 2020 | EUR 0,22 | 1,37% |
| 2019 | EUR 0,39 | 2,89% |
| 2018 | EUR 0,35 | 2,35% |
| 2017 | EUR 0,31 | 2,23% |
Dividend yield contribution
Monthly dividends
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 25.06% |
| Volatility 3 years | 17.51% |
| Volatility 5 years | 15.98% |
| Return per risk 1 year | -0.42 |
| Return per risk 3 years | 0.01 |
| Return per risk 5 years | 0.31 |
| Maximum drawdown 1 year | - |
| Maximum drawdown 3 years | - |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | - |
Rolling 1 year volatility
Stock exchange
Listings
| Listing | Trade Currency | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| London Stock Exchange | GBP | HEWA | HEWA LN HEWAGBPI | HEWA.L X2HQINAV.DE | Goldenberg Hehmeyer Societe Generale |
| London Stock Exchange | USD | HEWD | HEWD LN HEWDUSDI | HEWD.L X2HRINAV.DE | Goldenberg Hehmeyer Societe Generale |
| XETRA | EUR | H41I | H41I GY HEWDEUIV | H41I.DE HEWDEUiv.P | Goldenberg Hehmeyer Societe Generale |
Plus d'informations
Autres ETF ayant un objectif d'investissement similaire
| Nom du fonds | Taille du fonds en M € (AuM) | Frais p.a. | Distribution | Réplication |
|---|---|---|---|---|
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 31 056 | 0,19% p.a. | Capitalisation | Échantillonnage |
| iShares MSCI ACWI UCITS ETF USD (Acc) | 22 794 | 0,20% p.a. | Capitalisation | Échantillonnage |
| Vanguard FTSE All-World UCITS ETF (USD) Distributing | 19 334 | 0,19% p.a. | Distribution | Échantillonnage |
| Amundi MSCI World Swap II UCITS ETF Dist | 7 667 | 0,30% p.a. | Distribution | Synthétique |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing | 7 631 | 0,29% p.a. | Distribution | Échantillonnage |
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Questions fréquemment posées
Quel est le nom de HEWA ?
Le nom de HEWA est HSBC Economic Scale Worldwide Equity UCITS ETF USD.
Quel est le sigle de HSBC Economic Scale Worldwide Equity UCITS ETF USD ?
Le sigle de HSBC Economic Scale Worldwide Equity UCITS ETF USD est HEWA.
Quel est l’ISIN de HSBC Economic Scale Worldwide Equity UCITS ETF USD ?
L’ISIN de HSBC Economic Scale Worldwide Equity UCITS ETF USD est IE00BKZG9Y92.
Quels sont les coûts de HSBC Economic Scale Worldwide Equity UCITS ETF USD ?
Le ratio des frais totaux (TER) de HSBC Economic Scale Worldwide Equity UCITS ETF USD s'élève à 0,25% p.a.. Ces coûts sont prélevés en continu sur les actifs du fonds et sont déjà inclus dans la performance de l'ETF. Vous n'avez pas à les payer séparément. Veuillez consulter notre article pour plus d'informations sur le coût des ETF.
Le HSBC Economic Scale Worldwide Equity UCITS ETF USD verse-t-il des dividendes ?
Oui, le HSBC Economic Scale Worldwide Equity UCITS ETF USD verse des dividendes. Habituellement, les paiements de dividendes ont lieu une fois par trimestre pour le HSBC Economic Scale Worldwide Equity UCITS ETF USD.
Quelle est la taille du fonds de HSBC Economic Scale Worldwide Equity UCITS ETF USD ?
La taille du fonds de HSBC Economic Scale Worldwide Equity UCITS ETF USD est de 82 millions d'euros.
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.