Federated Hermes Impact Opportunities Equity Fund Class X GBP Accumulating | 42062

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Performance History31/07/2022
Growth of 1,000 (GBP) Advanced Graph
Federated Hermes Impact Opportunities Equity Fund Class X GBP Accumulating
          | 
          42062
Fund1.326.224.64.4-16.6
+/-Cat11.89.110.3-10.6-8.1
+/-B’mrk5.14.511.9-15.2-11.7
 
Key Stats
NAV
10/08/2022
 GBP 1.39
Day Change -1.24%
Morningstar Category™ Global Flex-Cap Equity
IA (formerly IMA) Sector Global
ISIN IE00BD3FNZ88
Fund Size (Mil)
09/08/2022
 EUR 490.46
Share Class Size (Mil)
09/08/2022
 GBP 27.12
Max Initial Charge -
Ongoing Charge
09/05/2022
  0.37%
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
Trailing Returns (GBP)10/08/2022
YTD-16.09
3 Years Annualised3.83
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Ingrid Kukuljan
01/09/2020
Martin Todd
11/12/2019
Inception Date
21/12/2017
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI IMI NR EURMSCI ACWI NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNo
OtherNot Specific
Portfolio Profile for  Federated Hermes Impact Opportunities Equity Fund Class X GBP Accumulating | 4206230/06/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock95.460.0095.46
Bond0.000.000.00
Property0.000.000.00
Cash3.451.382.07
Other2.460.002.46
Top 5 Regions%
United States57.36
Europe - ex Euro18.40
Eurozone14.26
Canada3.68
Asia - Emerging3.18
Top 5 Sectors%
Healthcare37.71
Industrials24.56
Technology14.38
Basic Materials7.79
Consumer Cyclical5.79
Top 5 HoldingsSector%
Hannon Armstrong Sustainable Inf... Real EstateReal Estate4.14
Lonza Group LtdHealthcareHealthcare4.12
Sartorius AG Participating Prefe... HealthcareHealthcare3.97
Qiagen NVHealthcareHealthcare3.92
AECOMIndustrialsIndustrials3.91
Federated Hermes Impact Opportunities Equity Fund Class X GBP Accumulating | 42062

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)