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HSBC Japan Sustainable Equity ETF HSJD

Morningstar Medalist Rating
Medalist Rating as of | See HSBC Investment Hub

Morningstar’s Analysis HSJD

Will HSJD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSJD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HSJD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HSJD’s parent organization’s priorities and whether they’re in line with investors’ interests.

HSBC Japan Sustainable Equity ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HSJD

More HSJD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Toyota Motor Corp

11.08 35.0 Mil
Consumer Cyclical

ITOCHU Corp

5.79 18.3 Mil
Industrials

Mizuho Financial Group Inc

5.45 17.2 Mil
Financial Services

Sony Group Corp

4.33 13.7 Mil
Technology

Sumitomo Mitsui Financial Group Inc

4.25 13.4 Mil
Financial Services

SoftBank Corp

3.54 11.2 Mil
Communication Services

Mitsui & Co Ltd

3.28 10.3 Mil
Industrials

NEC Corp

2.72 8.6 Mil
Technology

Daiichi Sankyo Co Ltd

2.68 8.5 Mil
Healthcare

Seven & i Holdings Co Ltd

2.62 8.3 Mil
Consumer Defensive