Federated Hermes US SMID Equity Fund

Select share classes

Federated Hermes US SMID Equity Fund Class F GBP Accumulating Hedged

Category Other Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

-

arrow-down£-0.006 (-0.30%)

Fund Code

HUFHA

BBL4VC6

IE00BBL4VC65

Prices updated as at 26 Apr 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.

Annual charges

Product charges
0.93
0.37
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Interim Short Report 31 Mar 2024pdf
Key Information Document / Technical Guide 15 Feb 2024pdf
Annual Reports 31 Dec 2023pdf
Annual Short Report 31 Dec 2023pdf
Interim Reports 30 Sep 2017pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.