Federated Hermes Impact opportunities Equity Fund Class A USD AccumulatingRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -19.7 | 2.0 | -0.7 | |
+/-Cat | - | - | -9.9 | -7.5 | -8.1 | |
+/-B’mrk | - | - | -11.6 | -12.6 | -14.8 | |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 22/11/2024 | USD 1.54 | |
Day Change | 2.29% | |
Morningstar Category™ | Global Flex-Cap Equity | |
ISIN | IE00BMWB8T94 | |
Fund Size (Mil) 22/11/2024 | EUR 51.74 | |
Share Class Size (Mil) 22/11/2024 | USD 0.01 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 23/02/2024 | 1.64% |
Investment Objective: Federated Hermes Impact opportunities Equity Fund Class A USD 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 06/01/2021 |
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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 A USD Accumulating | 30/09/2024 |
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Top 5 Holdings | Sector | % |
Experian PLC | Industrials | 5.49 |
Tetra Tech Inc | Industrials | 4.84 |
Novo Nordisk AS Class B | Healthcare | 4.69 |
Brambles Ltd | Industrials | 4.64 |
Ecolab Inc | Basic Materials | 4.36 |
Increase Decrease New since last portfolio | ||
Federated Hermes Impact opportunities Equity Fund Class A USD Accumulating |