Federated Hermes Impact Opportunities Equity Fund Class F2 USD DistributingRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -19.1 | 2.8 | -1.5 | |
+/-Cat | - | - | -9.3 | -6.7 | -7.7 | |
+/-B’mrk | - | - | -11.0 | -11.8 | -13.4 | |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 01/10/2024 | USD 1.56 | |
Day Change | 0.95% | |
Morningstar Category™ | Global Flex-Cap Equity | |
ISIN | IE0003LXYIH9 | |
Fund Size (Mil) 17/10/2024 | EUR 63.11 | |
Share Class Size (Mil) 01/10/2024 | USD 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 30/08/2024 | 0.94% |
Investment Objective: Federated Hermes Impact Opportunities Equity Fund Class F2 USD Distributing |
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 29/07/2021 |
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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 F2 USD Distributing | 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 F2 USD Distributing |