Federated Hermes US Smid Eq F2 GBP Dis

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.08%
  • 3 Year sharpe0.27
  • 3 Year alpha-3.51
  • Distribution Typeincome
  • BenchmarkRussell 2500 NR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.84%
  • IA SectorNorth American Smaller Companies
  • Manager GroupHermes Fund Managers
  • DomicileIreland
  • ISINIE00B8493D29

Investment Strategy

The investment objective of the Fund is to provide long-term capital appreciation. The Fund will seek to achieve its objective over a rolling period of any five years, by investing at least 80% in equity and/or equity-related securities of, or relating to, small and midcapitalisation companies domiciled in the US, or companies that derive a large proportion of their income from US activities, and that the Investment Manager has identified as being, in its view, undervalued. These companies will be listed or traded on a Regulated Market worldwide (primarily in the US or Canada).

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