Hermes Global Equity ESG F GBP Acc

Ranked 481 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Geir Lode

Geir Lode joined Hermes in May 2007 to establish the Global Equities strategy. Prior to this, he was chairman of Bergen Yards in Norway where he was responsible for restructuring and focusing a holding company. Geir graduated from the Norwegian Institute of Technology with a degree in Mechanical Engineering and an MA in Business Administration from the Pacific Lutheran University in Washington.

Objective

The investment objective of the Fund will be to achieve long term capital appreciation by investing in worldwide equity securities with favourable ESG characteristics. The Fund will seek to achieve its objective by investing in a portfolio of equity securities quoted or traded on Regulated Markets worldwide and the Fund will invest at least two-thirds of its assets in these securities. The Fund will invest primarily in equity securities which are component securities of the MSCI All Country World Index or equity securities of companies listed in the countries referenced in the MSCI All Country World Index.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.7%
2018 -8.2% -4.9% 6.8% 5.4% -14.3%
2017 12.9% 4.8% 1.3% 1.8% 4.5%
2016 26.3% 1.8% 3.3% 10.0% 9.1%
2015 6.4% 9.7% -5.3% -8.2% 11.6%
2014 1.1% 7.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Ireland
  4. Luxembourg
  5. Singapore
  6. Sweden
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date07/05/2014
  • Share Class size19Mn
  • Base currencyGBP
  • ISIN IE00BKRCPS19

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).