Federated Hermes Impact Opportunities Equity Fund Class X EUR Accumulating | 42061Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 24.4 | 4.9 | -19.1 | 3.0 | 1.9 | |
+/-Cat | 10.1 | -10.1 | -9.3 | -6.5 | -2.1 | |
+/-B’mrk | 11.9 | -14.1 | -11.0 | -11.6 | -4.1 | |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Gbl All Cap TME... |
Key Stats | ||
NAV 03/05/2024 | EUR 2.89 | |
Day Change | - | |
Morningstar Category™ | Global Flex-Cap Equity | |
ISIN | IE00BD3FNY71 | |
Fund Size (Mil) 03/05/2024 | EUR 89.56 | |
Share Class Size (Mil) 03/05/2024 | EUR 0.02 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 01/01/2023 | 0.37% |
Investment Objective: Federated Hermes Impact Opportunities Equity Fund Class X EUR Accumulating | 42061 |
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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Ingrid Kukuljan 01/09/2020 | ||
Martin Todd 12/12/2019 | ||
Inception Date 21/12/2017 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI IMI NR EUR | Morningstar Gbl All Cap TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Federated Hermes Impact Opportunities Equity Fund Class X EUR Accumulating | 42061 | 31/03/2024 |
|
|
Top 5 Holdings | Sector | % |
Novo Nordisk A/S Class B | Healthcare | 5.87 |
Experian PLC | Industrials | 4.70 |
IQVIA Holdings Inc | Healthcare | 4.62 |
Ansys Inc | Technology | 4.35 |
PT Bank Rakyat Indonesia (Perser... | Financial Services | 4.33 |
Increase Decrease New since last portfolio | ||
Federated Hermes Impact Opportunities Equity Fund Class X EUR Accumulating | 42061 |