H4ZJ ETF Analysis: HSBC World | XETRA

Global Large-Cap Blend Equity | XETRA, Germany | Market Cap: 4.630m EUR | 12M Return: 20.6% | Charts, Fundamentals & Technical Analysis

Global Equities, Index Tracking
Total Rating 61
Safety 62
Buy Signal 0.24
Global Large-Cap Blend Equity
Category Rotation: -4.8
TER: 0.15%
AUM: 5.28B
Avg Turnover: 2.13M
Risk 3d forecast
Volatility14.1%
VaR 5th Pctl2.49%
VaR vs Median-2.11%
Reward TTM
Sharpe Ratio1.35
Rel. Str. IBD58.7
Rel. Str. Peer Group77.1
Character TTM
Beta0.719
Beta Downside0.709
Hurst Exponent0.483
Drawdowns 3y
Max DD21.65%
CAGR/Max DD0.83
CAGR/Mean DD7.20

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.6% 13
Feb +0.7% 14
Mar -0.1% 0
Apr +0.4% 13
May -0.6% 0
Jun +0.2% 13
Jul +1.9% 30
Aug -0.8% 0
Sep -1.1% 29
Oct -1.3% 0
Nov +0.9% 0
Dec -0.2% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: H4ZJ HSBC World

The HSBC MSCI World UCITS ETF (H4ZJ) provides investors with exposure to a diversified basket of large- and mid-cap companies across developed markets globally. By tracking a broad international index, the fund aims to capture the performance of the global equity market while minimizing idiosyncratic risk through geographic and sectoral diversification.

The ETF operates under a passive management model, designed to replicate the returns of its underlying benchmark by holding a representative sample of securities. This business model focuses on cost efficiency and low tracking error, catering to investors seeking a core holding for long-term capital appreciation. The global equity sector typically includes heavy weightings in Information Technology, Financials, and Healthcare, reflecting the dominant industries within developed economies.

You may find it useful to examine the specific valuation metrics of this fund’s top holdings on ValueRay. For more detailed fund specifications, investors should review the latest factsheet regarding expense ratios and dividend distribution policies.

Headlines to Watch Out For
  • Global equity market performance dictates net asset value and tracking error
  • Federal Reserve interest rate policy influences global stock market valuation levels
  • Competitive expense ratios determine fund inflows relative to passive industry peers
  • Geopolitical stability affects constituent performance across developed and emerging market sectors
  • Currency fluctuations between the US Dollar and global denominations impact total returns
What is the price of H4ZJ shares?

As of July 28, 2026, the stock is trading at EUR 42.49 with a total of 31,213 shares traded. Over the past week, the price has changed by +0.32%, over one month by +1.14%, over three months by +7.38% and over the past year by +20.61%.

Current recommended Stop Loss: 41.90 (which is 1.4% or 1.7 ATR below the current price).

Is H4ZJ a buy, sell or hold?

HSBC World has no consensus analysts rating.