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: 14,05 3 anni: 6,04 5 anni: 8,12 Inizio: 7,27 2024: 3,70 2023: 16,16 2022: -13,13 2021: 27,95 2020: -1,39
Rendimento annuo: Categoria 1 anno: 13,92 3 anni: -2,85 5 anni: 6,65 Inizio: - 2024: 3,43 2023: 15,58 2022: -21,78 2021: 15,44 2020: 16,96
Rendimento annuo: Percentile 1 anno: 20,00 3 anni: 17,00 5 anni: 38,00 Inizio:- 2024: 37,00 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: - 3 Sharpe Ratio: - 5 Correlazione: 96,17 Beta: 1,03 Alfa: 1,77 Tracking error: 5,29 Info Ratio: 0,28
Fonte: Morningstar. Dati in euros. Categoria: Global Small/Mid-Cap Equity. Data: 2024-05-24
Fonte: Morningstar. Dati in euros. Categoria: Global Small/Mid-Cap Equity. Data: 2024-05-24