Federated Hermes Impact Opportunities Equity Fund Class X USD Accumulating | 42063Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 24.8 | 4.1 | -18.7 | 3.3 | -0.1 |
![]() | +/-Cat | 10.5 | -10.9 | -8.9 | -6.2 | -6.5 |
![]() | +/-B’mrk | 12.3 | -14.9 | -10.6 | -11.3 | -11.8 |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 14/08/2024 | USD 2.65 | |
Day Change | 1.49% | |
Morningstar Category™ | Global Flex-Cap Equity | |
ISIN | IE00BD3FNX64 | |
Fund Size (Mil) 14/08/2024 | EUR 65.37 | |
Share Class Size (Mil) 14/08/2024 | USD 0.03 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 23/02/2024 | 0.39% |
Investment Objective: Federated Hermes Impact Opportunities Equity Fund Class X USD Accumulating | 42063 |
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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Ingrid Kukuljan 01/09/2020 | ||
Martin Todd 12/12/2019 | ||
Inception Date 21/12/2017 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI IMI NR EUR | Morningstar Global All Cap TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Federated Hermes Impact Opportunities Equity Fund Class X USD Accumulating | 42063 | 30/06/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 6.23 |
![]() | ![]() | 5.04 |
![]() | ![]() | 4.74 |
![]() | ![]() | 4.28 |
![]() | ![]() | 4.24 |
![]() | ||
![]() ![]() ![]() | ||
Federated Hermes Impact Opportunities Equity Fund Class X USD Accumulating | 42063 |