HSBC PLUS WORLD EQUITY INCOME QUANT ACTIVE UCITS ETF (ACC., USD) HWQA.GB

The HSBC PLUS World Equity Income Quant Active UCITS ETF is an actively managed equity fund with the objective of investing for dividend yield while also providing long-term capital growth. It targets companies in developed markets that offer attractive income and strong quality characteristics, and uses a quantitative, multi-factor investment approach featuring style drivers such as value, quality, momentum, low risk and size.

The mandate specifies that at least 90% of the fund's net assets are invested in shares of companies incorporated in developed markets or that derive the majority of their revenues from those markets.

The fund does not aim to replicate an index but is benchmarked for performance comparison to the MSCI World Index. It employs physical (full) replication of its equity portfolio. The fund is part of HSBC Asset Management's PLUS Active ETF range, structured under the UCITS regulatory framework domiciled in Ireland.

It combines ETF benefits - such as liquidity, transparency and diversification - with active portfolio construction driven by proprietary quantitative models.