IE00BKY53D40
IE00BKY53D40
HSBC UK SCREENED EQUITY UCITS ETFGBP
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About this ETF
The HSBC UK SCREENED EQUITY UCITS ETF GBP seeks to track the FTSE UK ESG Low Carbon Select index. The FTSE UK ESG Low Carbon Select index tracks large and mid cap UK securities. The index aims to reduce carbon emissions and fossil fuel consumption by 50 percent each and to improve the ESG (environmental, social and governance) rating by 20 percent, compared to its parent index (FTSE UK index). Excluded sectors and companies: weapons, thermal coal, tobacco, nuclear power, non-compliance with UN Global Compact.
TER
0.12%
Total Expense Ratio per year
Fund Size
€20.37M
Assets under management
Holdings
75
Underlying equities
Dividend Yield
0%
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
15.95
Weighted Fwd P/E
290.45
💰 Revenue Estimates
Current Year CY
+6.17% ⌀ 14 Analysts Coverage
Next Year NY
+5.41% ⌀ 14 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+22.4% ⌀ 15 Analysts Coverage
Next Year NY
+13.15% ⌀ 15 Analysts Coverage
Related ETFs
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis
1,949 GBp
TER 0.23% 1Y +2.1%
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist
5,627.5 GBp
TER 0.12% 1Y +6.7%
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis
10.41 CHF
TER 0.26% 1Y -2.5%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
10/08/2020 (6 yrs)
Index Group
FTSE United Kingdom Region
-
Country
United Kingdom Sector
-
Strategy
Social / Environmental Theme
Climate_Change Distribution Policy
Accumulating Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 48/100 Moderate
Diversification Score
48/100 Moderate
5Y Volatility
14.1% p.a.
Max Drawdown (5Y)
-14.9%
Sharpe Ratio (5Y)
0.38
Beta Factor
1.06
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
🟡 Moderate analyst coverage (15.1 analysts)
🔴 Extreme top 10 holdings concentration: 65% of fund in top 10 positions.
🔴 High single-country risk: 100% of portfolio in "United Kingdom".
⚠️ Sector concentration: 32% in "Financial Services".
⚠️ Elevated Interest Rate Sensitivity: 48% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 62% in heavily regulated industries (defense, regulated utilities, healthcare policy).