Federated Hermes Impact Opportunities Equity Fund Class F EUR Accumulating HedgedRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | -4.9 | -26.9 | 3.7 | -1.9 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 03/05/2024 | EUR 1.74 | |
Day Change | 0.81% | |
Morningstar Category™ | Other Equity | |
ISIN | IE00BG0J9X47 | |
Fund Size (Mil) 03/05/2024 | EUR 89.56 | |
Share Class Size (Mil) 03/05/2024 | EUR 7.65 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 01/01/2023 | 0.90% |
Investment Objective: Federated Hermes Impact Opportunities Equity Fund Class F EUR Accumulating Hedged |
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 21/07/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI IMI NR EUR | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Federated Hermes Impact Opportunities Equity Fund Class F EUR Accumulating Hedged | 31/03/2024 |
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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 F EUR Accumulating Hedged |