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-up£0.007 (+0.35%)

Fund Code

HUFHA

BBL4VC6

IE00BBL4VC65

Prices updated as at 27 Mar 2024
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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).

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerMark Sherlock, Michael Russell
2.15
1.67
Fund comparative indexRussell 2500 NR USD
North American Smaller Companies
-
0.93
0.37
0.00
Other Equity
No
Fund providerHermes Fund Managers Ireland Ltd
Share class launch date21 Nov 2013
£614.91m
-
0.00
-
-
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

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