Federated Hermes SDG Engagement Equity Fund Class X EUR Accumulating

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: IE00BD3FN588

Categoria Morningstar: Global Small/Mid-Cap Equity

Società: Federated Hermes

The investment objective of the Fund is to provide long-term capital appreciation alongside positive societal impact, as outlined in further detail in the Investment Strategy below. The Fund will seek to achieve its investment 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 mid capitalisation companies domiciled in, or that derive their income from, developed and emerging markets. These companies will be listed and/or traded on a Regulated Market worldwide.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: -5,45 3 anni: 16,45 5 anni: 7,04 Inizio: 5,50 2023: 1,81 2022: -13,13 2021: 27,95 2020: -1,39 2019: 29,70
Rendimento annuo: Categoria 1 anno: -12,41 3 anni: 14,22 5 anni: 2,24 Inizio: - 2023: 3,84 2022: -21,78 2021: 15,44 2020: 16,96 2019: 23,65
Rendimento annuo: Percentile 1 anno: 30,00 3 anni: 70,00 5 anni: 36,00 Inizio:- 2023: 71,00 2022: 32,00 2021: 29,00 2020: 76,00 2019: 23,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 21,00 3 Sharpe Ratio: 0,33 5 Correlazione: 97,76 Beta: 0,99 Alfa: -1,62 Tracking error: 4,91 Info Ratio: -0,40
Fonte: Morningstar. Dati in euros. Categoria: Global Small/Mid-Cap Equity. Data: 2023-03-28
Fonte: Morningstar. Dati in euros. Categoria: Global Small/Mid-Cap Equity. Data: 2023-03-28