Federated Hermes Impact Opportunities Equity Fund Class F EUR Accumulating | 42058Register to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 24.0 | 4.4 | -19.5 | 2.5 | 0.8 | |
+/-Cat | 9.7 | -10.7 | -9.7 | -6.9 | -5.4 | |
+/-B’mrk | 11.5 | -14.6 | -11.4 | -12.1 | -10.9 | |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 16/09/2024 | EUR 2.82 | |
Day Change | 0.52% | |
Morningstar Category™ | Global Flex-Cap Equity | |
ISIN | IE00BD3FNW57 | |
Fund Size (Mil) 16/09/2024 | EUR 62.87 | |
Share Class Size (Mil) 16/09/2024 | EUR 16.23 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 23/02/2024 | 0.89% |
Investment Objective: Federated Hermes Impact Opportunities Equity Fund Class F EUR Accumulating | 42058 |
The investment objective of the Fund is to achieve long-term capital appreciation by investing in companies which will benefit from meeting the world’s environmental and social challenges. The Fund will seek to achieve its investment objective over a rolling period of any five years, by investing in a portfolio of equity securities quoted and/or traded on Regulated Markets worldwide, and the Fund will invest at least 67% of its assets in these securities. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Ingrid Kukuljan 01/09/2020 | ||
Martin Todd 12/12/2019 | ||
Inception Date 21/12/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI IMI NR EUR | Morningstar Global All Cap TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Federated Hermes Impact Opportunities Equity Fund Class F EUR Accumulating | 42058 | 31/07/2024 |
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Top 5 Holdings | Sector | % |
Novo Nordisk A/S Class B | Healthcare | 5.37 |
Experian PLC | Industrials | 4.92 |
IQVIA Holdings Inc | Healthcare | 4.73 |
Lonza Group Ltd | Healthcare | 4.73 |
Tetra Tech Inc | Industrials | 4.71 |
Increase Decrease New since last portfolio | ||
Federated Hermes Impact Opportunities Equity Fund Class F EUR Accumulating | 42058 |