Hermes US Smid Equity F GBP Inc

Fund

Fund Info

  • Yield History0.03%
  • 3 Year sharpe0.85
  • 3 Year alpha-2.52
  • Distribution Typeincome
  • BenchmarkRussell 2500 NR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.83%
  • SectorNorth American Smaller Companies
  • Manager Group-
  • DomicileIreland
  • ISINIE00B8493D29

Investment Strategy

The investment objective of the fund is to provide long-term capital appreciation by investing primarily in equity or equity related securities of small and mid-capitalisation companies domiciled in the US, or which derive a large proportion of their income from US activities. These are primarily listed or traded in the US or Canada.