Federated Hermes Impact Opportunities Equity Fund Class F EUR Accumulating Hedged

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Performance History31/10/2024
Growth of 1,000 (GBP) Advanced Graph
Federated Hermes Impact Opportunities Equity Fund Class F EUR Accumulating Hedged
Fund--4.9-26.93.7-3.2
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
22/11/2024
 EUR 1.73
Day Change 1.29%
Morningstar Category™ Other Equity
ISIN IE00BG0J9X47
Fund Size (Mil)
22/11/2024
 EUR 51.74
Share Class Size (Mil)
22/11/2024
 EUR 0.13
Max Initial Charge 5.25%
Ongoing Charge
30/08/2024
  0.97%
Investment Objective: Federated Hermes Impact Opportunities Equity Fund Class F EUR Accumulating Hedged
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
Trailing Returns (GBP)22/11/2024
YTD-5.87
3 Years Annualised-12.19
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Ingrid Kukuljan
01/09/2020
Martin Todd
12/12/2019
Inception Date
21/07/2020
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI IMI NR EUR-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNo
OtherNot Specific
Portfolio Profile for  Federated Hermes Impact Opportunities Equity Fund Class F EUR Accumulating Hedged30/09/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock96.310.0096.31
Bond0.000.000.00
Property0.000.000.00
Cash0.681.89-1.20
Other4.890.004.89
Top 5 Regions%
United States58.01
Europe - ex Euro17.07
United Kingdom7.02
Eurozone6.64
Australasia4.82
Top 5 Sectors%
Industrials41.79
Healthcare25.64
Technology14.47
Basic Materials8.67
Consumer Cyclical4.14
Top 5 HoldingsSector%
Experian PLCIndustrialsIndustrials5.49
Tetra Tech IncIndustrialsIndustrials4.84
Novo Nordisk AS Class BHealthcareHealthcare4.69
Brambles LtdIndustrialsIndustrials4.64
Ecolab IncBasic MaterialsBasic Materials4.36
Federated Hermes Impact Opportunities Equity Fund Class F EUR Accumulating Hedged

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