HSBC MSCI Japan Climate Paris Aligned UCITS ETF

Ticker

HPJP.PA

ISIN

IE000UU299V4

Price

EUR 12.80

Change Today

-

Price 1 year ago

13.01 / -1.629 %

Morningstar

-

52 Week Low

11.91

52 Week High

13.65

200 Day Moving Average 12.67

12.67

50-day Moving Average

12.80


Price evolution


Yearly returns


Peers comparison

Risk factors

1 year

Parameter Value
Sharpe Ratio 0.02
Sortino Ratio -0.10
Maximum Drawdown -12.36%
Maximum Drawdown Date 2023-10-26
Calmar Ratio -0.14

1 year

Parameter Value
Treynor Ratio -
Return -0.54
Volatility 19.988%
Alpha -6.69
Beta --
R Squared +95.64

History

Parameter Value
Average Annual Return -9.844%
Average Annual Volatility 15.783%
Sharpe Ratio -0.62
Sortino Ratio -0.86
Maximum Drawdown -34.0%
Maximum Drawdown Date 2022-06-20
Calmar Ratio 0.30

Company information

Summary

The investment objective of the Fund is to replicate the performance of the MSCI Japan Climate Paris Aligned Index (the “Index”), which has a focus on sustainable investment considerations aligned with the Paris Agreement and excludes companies involved in certain business activities, while minimising as far as possible the tracking error between the Fund’s performance and that of the Index.The MSCI Japan Climate Paris Aligned Index is an index constructed from the MSCI Japan Index and includes large and mid-cap securities of the Japanese equity markets. The Index is designed to support investors seeking to reduce their exposure to transition and physical climate risks and who wish to pursue opportunities arising from the transition to a lower carbon economy while aligning with the Paris Agreement requirements.

Market

FR

Category

--

Expense Ratio

0.18%

Fund family

HSBC Investment Funds (Luxembourg) S.A.

Morningstar
-
Yield
-
Exchange
PAR
Sector Weight
Industrials 23.48%
Technology 20.06%
Healthcare 15.34%
Consumer cyclical 12.99%
Financial services 8.93%
Realestate 6.98%
Communication services 6.31%
Consumer defensive 2.94%
Basic materials 1.71%
Utilities 0.00%
Energy 0.00%
Country Ratio
Japan 100.00
Argentina 0.00
Australia 0.00
Austria 0.00
Belgium 0.00
Brazil 0.00
Canada 0.00
Chile 0.00
China 0.00
Colombia 0.00

Holdings

None

Alternative funds

Ticker Name Isin Exchange Expenses Morningstar Alpha Beta
BBAX JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF US46641Q688 BTS 0.19% 4 +16.54 --
BBJP JPMorgan BetaBuilders Japan ETF US46641Q217 BTS 0.19% 4 -1.83 --
DBJP Xtrackers MSCI Japan Hedged Equity ETF US233051507 PCX 0.45% 5 +8.92
DXJ WisdomTree Japan Hedged Equity Fund US97717W851 PCX 0.48% 4 +14.15
EWJV iShares MSCI Japan Value ETF IE00B02KXH56 NGM 0.15% 4 +1.67 --
HEWJ iShares Currency Hedged MSCI Japan ETF US46434G8226 PCX 0.50% 5 +9.22
IJPA.AS iShares Core MSCI Japan IMI UCITS ETF USD (Acc) IE00B4L5YX21 AMS 1.00% 4 -1.39
IJPA.L iShares Core MSCI Japan IMI UCITS ETF USD (Acc) IE00B4L5YX2 LSE 1.00% 4 -1.39
SJPA.L iShares Core MSCI Japan IMI UCITS ETF USD (Acc) IE00B4L5YX2 LSE 1.00% 4 -1.39
SUJA.L iShares MSCI Japan SRI UCITS ETF IE00BGDQ0V7 LSE 0.20% 4
SUJP.L iShares MSCI Japan SRI UCITS ETF IE00BYX8XC1 LSE 0.20% 4 -3.10
VDJP.L Vanguard FTSE Japan UCITS ETF IE00B95PGT3 LSE 0.15% 4 -1.70
VJPN.AS Vanguard FTSE Japan UCITS ETF USD Distributing IE00B95PGT31 AMS 0.15% 4 -1.70
VJPN.L Vanguard FTSE Japan UCITS ETF IE00B95PGT3 LSE 0.15% 4 -1.70

Sustainability scores

Events

Indicators

Glossary
Momentum
A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
Inertia
In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
Relative Strength Index (RSI)
A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
Fibonacci's Weighted Moving Average
A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
Williams %R
A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
Relative Volatility Index (RVI)
A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
Commodity Channel Index (CCI)
A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.