Federated Hermes Impact Opportunities Equity Fund Class F GBP Accumulating | 42059Register to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 24.2 | 3.9 | -19.6 | 2.9 | 6.2 | |
+/-Cat | 9.9 | -11.1 | -9.7 | -6.6 | 0.3 | |
+/-B’mrk | 11.7 | -15.1 | -11.5 | -11.7 | -2.6 | |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Gbl All Cap TME... |
Key Stats | ||
NAV 18/04/2024 | GBP 1.36 | |
Day Change | -1.00% | |
Morningstar Category™ | Global Flex-Cap Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | IE00BD3FNV41 | |
Fund Size (Mil) 18/04/2024 | EUR 90.49 | |
Share Class Size (Mil) 18/04/2024 | GBP 22.84 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 01/01/2023 | 0.87% |
Investment Objective: Federated Hermes Impact Opportunities Equity Fund Class F GBP Accumulating | 42059 |
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 21/12/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI IMI NR EUR | Morningstar Gbl All Cap TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Federated Hermes Impact Opportunities Equity Fund Class F GBP Accumulating | 42059 | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Novo Nordisk A/S Class B | Healthcare | 5.46 |
IQVIA Holdings Inc | Healthcare | 4.61 |
Experian PLC | Industrials | 4.56 |
PT Bank Rakyat Indonesia (Perser... | Financial Services | 4.34 |
Ansys Inc | Technology | 4.10 |
Increase Decrease New since last portfolio | ||
Federated Hermes Impact Opportunities Equity Fund Class F GBP Accumulating | 42059 |