Federated Hermes SDG Engagement Equity Fund Class X EUR Accumulating

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 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 16,11 3 anni: 6,01 5 anni: 7,47 Inizio: 7,45 2024: 4,22 2023: 16,16 2022: -13,13 2021: 27,95 2020: -1,39
Rendimento annuo: Categoria 1 anno: 6,28 3 anni: -4,84 5 anni: 4,61 Inizio: - 2024: -1,27 2023: 15,58 2022: -21,78 2021: 15,44 2020: 16,96
Rendimento annuo: Percentile 1 anno: 10,00 3 anni: 13,00 5 anni: 20,00 Inizio:- 2024: 19,00 2023: 16,00 2022: 32,00 2021: 29,00 2020: 76,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 15,88 3 Sharpe Ratio: 0,15 5 Correlazione: 96,07 Beta: 1,02 Alfa: 1,78 Tracking error: 5,27 Info Ratio: 0,32
Fonte: Morningstar. Dati in euros. Categoria: Global Small/Mid-Cap Equity. Data: 2024-04-24
Fonte: Morningstar. Dati in euros. Categoria: Global Small/Mid-Cap Equity. Data: 2024-04-24