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 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 3,28 3 anni: 4,81 5 anni: 5,41 Inizio: 6,99 2025: -0,20 2024: 7,40 2023: 16,16 2022: -13,13 2021: 27,95
Rendimento annuo: Categoria 1 anno: 10,76 3 anni: 1,28 5 anni: 5,59 Inizio: - 2025: 4,28 2024: 4,69 2023: 15,58 2022: -21,78 2021: 15,44
Rendimento annuo: Percentile 1 anno: 73,00 3 anni: 40,00 5 anni: 65,00 Inizio:- 2025: 29,00 2024: 69,00 2023: 16,00 2022: 32,00 2021: 29,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,11 3 Sharpe Ratio: 0,03 5 Correlazione: 95,96 Beta: 1,01 Alfa: -1,02 Tracking error: 5,30 Info Ratio: -0,23
Fonte: Morningstar. Dati in euros. Categoria: Global Small/Mid-Cap Equity. Data: 2025-02-17
Fonte: Morningstar. Dati in euros. Categoria: Global Small/Mid-Cap Equity. Data: 2025-02-17