Federated Hermes SDG Engagement Equity Fund Class X2 CHF DistributingRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.3 | 19.7 | -8.2 | 13.3 | 5.4 |
![]() | +/-Cat | -9.1 | 3.2 | 3.7 | 4.3 | -0.8 |
![]() | +/-B’mrk | -6.7 | 2.3 | -0.9 | 3.6 | -1.6 |
Category: Global Small/Mid-Cap Equity | ||||||
Category Benchmark: Morningstar Gbl SMID NR USD |
Key Stats | ||
NAV 14/08/2024 | CHF 2.24 | |
Day Change | 0.80% | |
Morningstar Category™ | Global Small/Mid-Cap Equity | |
ISIN | IE00BJ06GR96 | |
Fund Size (Mil) 14/08/2024 | USD 1299.32 | |
Share Class Size (Mil) 14/08/2024 | CHF 2.17 | |
Max Initial Charge | - | |
Ongoing Charge 23/02/2024 | 0.67% |
Investment Objective: Federated Hermes SDG Engagement Equity Fund Class X2 CHF Distributing |
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 | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Hamish Galpin 29/12/2017 | ||
Inception Date 09/05/2019 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI SMID NR USD | Morningstar Gbl SMID NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Federated Hermes SDG Engagement Equity Fund Class X2 CHF Distributing | 30/06/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 3.26 |
![]() | ![]() | 3.14 |
![]() | ![]() | 3.11 |
![]() | ![]() | 3.10 |
![]() | ![]() | 3.06 |
![]() | ||
![]() ![]() ![]() | ||
Federated Hermes SDG Engagement Equity Fund Class X2 CHF Distributing |