Federated Hermes Impact Opportunities Equity Fund Class R EUR AccumulatingRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 23.4 | 3.6 | -20.1 | 1.8 | -2.0 | |
+/-Cat | 9.1 | -11.4 | -10.3 | -7.7 | -8.2 | |
+/-B’mrk | 10.9 | -15.4 | -12.0 | -12.9 | -13.9 | |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 17/10/2024 | EUR 2.56 | |
Day Change | 0.51% | |
Morningstar Category™ | Global Flex-Cap Equity | |
ISIN | IE00BG5KR946 | |
Fund Size (Mil) 17/10/2024 | EUR 63.11 | |
Share Class Size (Mil) 17/10/2024 | EUR 3.14 | |
Max Initial Charge | - | |
Ongoing Charge 23/02/2024 | 1.64% |
Investment Objective: Federated Hermes Impact Opportunities Equity Fund Class R EUR Accumulating |
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 10/07/2018 |
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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 R EUR Accumulating | 31/08/2024 |
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Top 5 Holdings | Sector | % |
Novo Nordisk A/S Class B | Healthcare | 5.56 |
Tetra Tech Inc | Industrials | 5.08 |
Experian PLC | Industrials | 5.03 |
IQVIA Holdings Inc | Healthcare | 4.76 |
Brambles Ltd | Industrials | 4.57 |
Increase Decrease New since last portfolio | ||
Federated Hermes Impact Opportunities Equity Fund Class R EUR Accumulating |