(XU8Z) HSBC Japan Sustainable - Ratings and Ratios
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: IE00BKY55S33 • Japan Large-Cap Equity
XU8Z: Japanese, Stocks, Equities
The HSBC Japan Sustainable Equity UCITS ETF, listed on XETRA under the ticker XU8Z, is a financial instrument designed to provide investors with exposure to the Japanese equity market while incorporating environmental, social, and governance (ESG) considerations. This ETF is part of the broader suite of investment products offered by HSBC Asset Management, which can be found on their website at http://www.assetmanagement.hsbc.com. The fund is domiciled in Ireland, a common location for UCITS (Undertakings for the Collective Investment in Transferable Securities) funds due to its favorable regulatory environment and tax efficiency.
At its core, the HSBC Japan Sustainable Equity UCITS ETF tracks the Morningstar Japan TME NR JPY index, which is designed to capture the performance of large-cap equities in the Japanese market. The index, with the ISIN code IE00BKY55S33, is a benchmark that has been tailored to include companies that meet specific sustainability criteria, thereby allowing investors to align their investments with their values or ESG goals. By focusing on large-cap equities, the ETF provides exposure to some of Japan's most established and influential companies, potentially offering a degree of stability and liquidity.
As an ETF, the HSBC Japan Sustainable Equity UCITS ETF offers the benefits typically associated with this type of investment vehicle, including transparency, flexibility, and cost-efficiency. It allows investors to buy and sell units throughout the trading day, reflecting the real-time value of the underlying securities. This ETF falls under the Japan Large-Cap Equity category, making it an attractive option for investors seeking to diversify their portfolios with a targeted allocation to Japanese large-cap stocks that adhere to sustainable investment principles.
Additional Sources for XU8Z ETF
XU8Z ETF Overview
Market Cap in USD | 364m |
Category | Japan Large-Cap Equity |
TER | 0.18% |
IPO / Inception | 2020-06-04 |
XU8Z ETF Ratings
Growth 5y | 54.7% |
Fundamental | - |
Dividend | 0.0% |
Rel. Strength Industry | -12.3 |
Analysts | - |
Fair Price Momentum | 15.48 EUR |
Fair Price DCF | - |
XU8Z Dividends
No Dividends PaidXU8Z Growth Ratios
Growth Correlation 3m | 61.3% |
Growth Correlation 12m | 68.5% |
Growth Correlation 5y | 77.3% |
CAGR 5y | 7.50% |
CAGR/Max DD 5y | 0.35 |
Sharpe Ratio 12m | 0.51 |
Alpha | -3.97 |
Beta | 0.80 |
Volatility | 14.19% |
Current Volume | 8.9k |
Average Volume 20d | 2.3k |
As of February 22, 2025, the stock is trading at EUR 17.48 with a total of 8,904 shares traded.
Over the past week, the price has changed by +0.00%, over one month by +3.91%, over three months by +5.73% and over the past year by +12.42%.
Partly, yes. Based on ValueRay Analyses, HSBC Japan Sustainable (XETRA:XU8Z) is currently (February 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 54.70 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XU8Z as of February 2025 is 15.48. This means that XU8Z is currently overvalued and has a potential downside of -11.44%.
HSBC Japan Sustainable has no consensus analysts rating.
According to ValueRays Forecast Model, XU8Z HSBC Japan Sustainable will be worth about 18.6 in February 2026. The stock is currently trading at 17.48. This means that the stock has a potential upside of +6.12%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 18.6 | 6.1% |