Federated Hermes SDG Engagement Equity Fund Class F CHF Accumulating Portfolio HedgedRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 9.1 | 17.6 | -8.7 | 19.9 | -0.7 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 14/08/2024 | CHF 2.59 | |
Day Change | 1.02% | |
Morningstar Category™ | Other Equity | |
ISIN | IE00BG0SL794 | |
Fund Size (Mil) 14/08/2024 | USD 1299.32 | |
Share Class Size (Mil) 14/08/2024 | CHF 1.49 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 23/02/2024 | 0.85% |
Investment Objective: Federated Hermes SDG Engagement Equity Fund Class F CHF Accumulating Portfolio Hedged |
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 26/03/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI SMID NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Federated Hermes SDG Engagement Equity Fund Class F CHF Accumulating Portfolio Hedged | 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 F CHF Accumulating Portfolio Hedged |