Federated Hermes US SMID Equity Fund Class F2 GBP Distributing
Category US Mid-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
-
£-0.033 (-1.03%)
Fund Code
HUSMI
B8493D2
IE00B8493D29
Prices updated as at 01 May 2024
Prices in GBP
Investment objective
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).
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual charges
Product charges | |
---|---|
0.90 | |
0.26 | |
No | |
- | |
0.00 | |
0.00 | |
Minimum investment | 25.00 |
Please note that service charges will also apply. Read more about our fees.