The strategy at a glance
China is too significant a market to be ignored by global investors, as it accounts for one-fifth of global economic growth
The ETF offers quick and easy access to large and mid cap companies across China (mainland and offshore)
This is an excellent building block for investors’ portfolios that can be added to existing allocations, avoiding the need
to reallocate
Fund snapshot
The fund’s objective is to replicate the performance of the MSCI China Index, while aiming to minimise the tracking difference between the fund and the index
This is achieved through our consistent implementation approach focused on both risk and costs, and leveraging our experience and proprietary technology
Investment objective The Fund aims to track as closely as possible the returns of the MSCI China Index (the “Index”). The Fund will invest in or gain exposure to shares of companies which make up the Index.
Investment policy The Index is made up of the largest stock market listed companies in China, as defined by the Index provider. The Fund will be passively managed and will aim to invest in the shares of the companies in generally the same proportion as in the Index. However, there may be circumstances when it is not possible or practical for the Fund to invest in all constituents of the Index. If the Fund cannot invest directly in the companies that constitute the Index, it may gain exposure by using other investments such as depositary receipts, derivatives or funds. The Fund may also invest in China A-shares through the Shanghai-Hong Kong Stock Connect and/or Shenzhen-Hong Kong Stock Connect and in CAAPs or through funds. The Fund may invest up to 10% in other funds, including other HSBC funds. The Fund may invest up to 35% of its assets in securities from a single issuer during exceptional market conditions. The Fund may invest up to 10% of its assets in total return swaps and contracts for difference.
https://www.assetmanagement.hsbc.co.uk/api/v1/download/document/ie00b44t3h88/gb/en/factsheet
https://www.assetmanagement.hsbc.co.uk/en/individual-investor/funds/ie00b44t3h88