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

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Performance History30/11/2024
Growth of 1,000 (GBP) Advanced Graph
Federated Hermes Impact Opportunities Equity Fund Class X GBP Accumulating
          | 
          42062
Fund24.64.4-19.23.41.4
+/-Cat10.3-10.6-9.3-6.1-9.8
+/-B’mrk12.1-14.6-11.1-11.2-18.4
 
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
Trailing Returns (GBP)10/12/2024
YTD1.36
3 Years Annualised-5.89
5 Years Annualised2.50
10 Years Annualised-
12 Month Yield 0.00
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 BenchmarkMorningstar Benchmark
MSCI ACWI IMI NR EURMorningstar Global All Cap TME 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 | 4206231/10/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.960.0098.96
Bond0.000.000.00
Property0.000.000.00
Cash1.441.350.09
Other0.950.000.94
Top 5 Regions%
United States61.13
Europe - ex Euro15.62
United Kingdom6.61
Eurozone6.21
Australasia4.14
Top 5 Sectors%
Industrials40.28
Healthcare25.61
Technology17.09
Basic Materials7.98
Consumer Cyclical3.87
Top 5 HoldingsSector%
Tetra Tech IncIndustrialsIndustrials5.28
Experian PLCIndustrialsIndustrials5.12
Novo Nordisk AS Class BHealthcareHealthcare4.51
Ansys IncTechnologyTechnology4.45
Cintas CorpIndustrialsIndustrials4.40
Federated Hermes Impact Opportunities Equity Fund Class X GBP Accumulating | 42062

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