Federated Hermes Impact Opportunities Equity Fund Class X GBP Accumulating | 42062Register to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 24.6 | 4.4 | -19.2 | 3.4 | 1.4 | |
+/-Cat | 10.3 | -10.6 | -9.3 | -6.1 | -9.8 | |
+/-B’mrk | 12.1 | -14.6 | -11.1 | -11.2 | -18.4 | |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 10/12/2024 | GBP 1.40 | |
Day Change | -0.09% | |
Morningstar Category™ | Global Flex-Cap Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | IE00BD3FNZ88 | |
Fund Size (Mil) 10/12/2024 | EUR 52.21 | |
Share Class Size (Mil) 10/12/2024 | GBP 3.82 | |
Max Initial Charge | - | |
Ongoing Charge 30/08/2024 | 0.44% |
Investment Objective: Federated Hermes Impact Opportunities Equity Fund Class X GBP Accumulating | 42062 |
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 Global All Cap TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Federated Hermes Impact Opportunities Equity Fund Class X GBP Accumulating | 42062 | 31/10/2024 |
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Top 5 Holdings | Sector | % |
Tetra Tech Inc | Industrials | 5.28 |
Experian PLC | Industrials | 5.12 |
Novo Nordisk AS Class B | Healthcare | 4.51 |
Ansys Inc | Technology | 4.45 |
Cintas Corp | Industrials | 4.40 |
Increase Decrease New since last portfolio | ||
Federated Hermes Impact Opportunities Equity Fund Class X GBP Accumulating | 42062 |