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
NoneAlternative 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.