HSBC - Euro Lower Carbon Government Bond UCITS ETF
This is a marketing communication. Please refer to the prospectus of the Funds and to the KIID, before making any final investment decisions.
*SFDR = Sustainable Finance Disclosure Regulation. Classified Article 8. Article 8 SFDR: The product promotes environmental or social characteristics, or a combination of those characteristics, provided to invest in the promoted fund should take into account all the characteristics or objectives of the promoted fund as described in its prospectus. More information on our ‘Responsible Investment’ Policy and ‘Implementation Procedures’ can be found on our website.
Introducing Islamic Investment Principles
We have launched two Euro fixed income Government bond products with short-term and long-term maturity, that are aimed at enabling investors to reduce the carbon footprint.
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HSBC Funds ICAV - Euro Lower Carbon Government 1–3 Year Bond UCITS ETF
Bloomberg Euro Treasury 1-3 Year Carbon Tilted Index Total Return - HSBC Global Funds ICAV - Euro Lower Carbon Government 10+ Year Bond UCITS ETF
Bloomberg Euro Treasury 10+ Year Carbon Tilted Index Total Return
These two products aim to track the performance of the Bloomberg Euro Treasury Carbon Tilted Index which uses CO2 Per Capita Scores from the Emissions Database for Global Atmospheric Research (EDGAR)1, to tilt country allocations above or below their baseline market weights.
The index tracks fixed-rate, investment-grade sovereign debt from member states of the European Union that also participate in the European Monetary Union.
Access the opportunity
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HSBC Funds ICAV - Euro Lower Carbon Government 1–3 |
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HSBC Global Funds ICAV - Euro Lower Carbon Government |
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Key risks
The value of an investment in the portfolios and any income from them can go down as well as up and as with any investment you may not receive back the amount originally invested.
- Counterparty Risk: The possibility that the counterparty to a transaction may be unwilling or unable to meet its obligations
- Credit Risk: A bond or money market security could lose value if the issuer’s financial health deteriorates
- Default Risk: The issuers of certain bonds could become unwilling or unable to make payments on their bonds
- Derivatives Risk: Derivatives can behave unexpectedly. The pricing and volatility of many derivatives may diverge from strictly reflecting the pricing or volatility of their underlying reference(s), instrument or asset
- Exchange Rate Risk: Changes in currency exchange rates could reduce or increase investment gains or investment losses, in some cases significantly
- Index Tracking Risk: To the extent that the Fund seeks to replicate index performance by holding individual securities, there is no guarantee that its composition or performance will exactly match that of the target index at any given time (“tracking error”)
- Interest Rate Risk: When interest rates rise, bond values generally fall. This risk is generally greater the longer the maturity of a bond investment and the higher its credit quality
- Investment Leverage Risk: Investment Leverage occurs when the economic exposure is greater than the amount invested, such as when derivatives are used. A Fund that employs leverage may experience greater gains and/or losses due to the amplification effect from a movement in the price of the reference source
- Liquidity Risk: Liquidity Risk is the risk that a Fund may encounter difficulties meeting its obligations in respect of financial liabilities that are settled by delivering cash or other financial assets, thereby compromising existing or remaining investors
- Operational Risk: Operational risks may subject the Fund to errors affecting transactions, valuation, accounting, and financial reporting, among other things
- Sustainability Risk: Sustainability risk means an environmental, social or governance event or condition that, if it occurs, could cause an actual or a potential material negative impact on the value of the investment
Further information on the potential risks can be found in the Key Investor Information Document (KIID) and/ or the Prospectus or Offering Memorandum.
Any views expressed were held at the time of preparation and are subject to change without notice. Any forecast, projection or target where provided is indicative only and not guaranteed in any way. HSBC Global Asset Management (UK) Limited accepts no liability for any failure to meet such forecast, projection or target.
HSBC Global Funds ICAV – Euro Lower Carbon Government 1–3 Year Bond UCITS ETF and HSBC Global Funds ICAV - Euro Lower Carbon Government 10+ Year Bond UCITS ETF are sub-funds of HSBC Global Funds ICAV, an open-ended Irish Collective Asset-Management Vehicle which is constituted as an umbrella fund with segregated liability between sub-funds and with variable capital. This information does not constitute an offer or solicitation to buy shares in the Fund. Access to the information contained on this is restricted to persons who are residents of jurisdictions in which the distribution and the offering of shares in the Fund is authorised by the laws of the particular jurisdiction. The information contained herein is not for distribution to and does not constitute an offer to sell or solicitation of any offer to buy any securities in the United States of America to or for the benefit of any United States person(s). This material is not a solicitation, an offer, a recommendation or advice to buy or sell investment products, or to engage in other transactions. It explicitly does not take account the investment objectives, knowledge, experience or financial situation of any person. You should not act upon this information in any way and you are advised to obtain professional advice which does take account of your particular circumstances. You should carefully read the Fund’s Prospectus and Key Investor Information Document (the “KIID”), as well as consult with your advisers before making a decision to buy Fund shares. Investing in the Fund involves risk, including without limitation risk of total investment loss and other risks noted in the Fund’s Prospectus and KIID.
“Bloomberg®”, Bloomberg Euro Treasury 1-3 Year Carbon Tilted Index and Bloomberg Euro Treasury 10+ Year Carbon Tilted Index is a service mark of Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the index (collectively, “Bloomberg”) and have been licensed for use for certain purposes by HSBC Asset Management. Bloomberg is not affiliated with HSBC Asset Management, and Bloomberg does not approve, endorse, review, or recommend the
HSBC Global Funds ICAV – Euro Lower Carbon Government 1–3 Year Bond UCITS ETF and HSBC Global Funds ICAV - Euro Lower Carbon Government 10+ Year Bond UCITS ETF. Bloomberg does not guarantee the timeliness, accurateness, or completeness of any data or information relating to the HSBC Global Funds ICAV – Euro Lower Carbon Government 1–3 Year Bond UCITS ETF and HSBC Global Funds ICAV - Euro Lower Carbon Government 10+ Year Bond UCITS ETF.
Detailed information for article 8 and 9 sustainable investment products, as categorised under the Sustainable Finance Disclosure Regulation (SFDR), including; description of the environmental or social characteristics or the sustainable investment objective; methodologies used to assess, measure and monitor the environmental or social characteristics and the impact of the selected sustainable investments and; objectives and benchmark information, can be found at: https://www.assetmanagement.hsbc.co.uk/en/intermediary/investment-expertise/sustainable-investments/sustainable-investment-product-offering.
This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements
Index-based Investing - The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. Where overseas investments are held the rate of currency exchange may also cause the value of such investments to fluctuate. Investments in emerging markets are by their nature higher risk and potentially more volatile than those inherent in some established markets. Stock market investments should be viewed as a medium to long term investment and should be held for at least five years. Any performance information shown refers to the past and should not be seen as an indication of future returns.