Federated Hermes SDG Engagement Equity Fund Class X USD Accumulating | 42075Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.5 | 19.1 | -7.7 | 13.7 | 4.7 |
![]() | +/-Cat | -8.9 | 2.6 | 4.2 | 4.7 | -1.5 |
![]() | +/-B’mrk | -6.5 | 1.7 | -0.5 | 4.0 | -2.3 |
Category: Global Small/Mid-Cap Equity | ||||||
Category Benchmark: Morningstar Gbl SMID NR USD |
Key Stats | ||
NAV 14/08/2024 | USD 2.80 | |
Day Change | 1.06% | |
Morningstar Category™ | Global Small/Mid-Cap Equity | |
ISIN | IE00BD3FN364 | |
Fund Size (Mil) 14/08/2024 | USD 1299.32 | |
Share Class Size (Mil) 14/08/2024 | USD 4.41 | |
Max Initial Charge | - | |
Ongoing Charge 23/02/2024 | 0.67% |
Investment Objective: Federated Hermes SDG Engagement Equity Fund Class X USD Accumulating | 42075 |
The investment objective of the Fund is to provide long-term capital appreciation alongside positive societal impact, as outlined in further detail in the Investment Strategy below. The Fund will seek to achieve its investment objective over a rolling period of any five years, by investing at least 80% in equity and/or equity-related securities of, or relating to, small and mid capitalisation companies domiciled in, or that derive their income from, developed and emerging markets. These companies will be listed and/or traded on a Regulated Market worldwide. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Hamish Galpin 29/12/2017 | ||
Inception Date 29/12/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI SMID NR USD | Morningstar Gbl SMID NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Federated Hermes SDG Engagement Equity Fund Class X USD Accumulating | 42075 | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.26 |
![]() | ![]() | 3.14 |
![]() | ![]() | 3.11 |
![]() | ![]() | 3.10 |
![]() | ![]() | 3.06 |
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Federated Hermes SDG Engagement Equity Fund Class X USD Accumulating | 42075 |