Hermes Global Equity F GBP Acc

Ranked 419 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 is to achieve long-term capital appreciation. The fund will seek to achieve its objective by investing primarily 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 Investment Manager intends to create an actively managed portfolio using a disciplined quantitative bottom up stock selection process based on market anomalies. The Fund may utilise financial derivative instruments, such as futures and options, for direct investment and/or efficient portfolio management purposes.

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 8.6%
2018 -6.3% -5.0% 8.1% 6.1% -14.0%
2017 12.2% 4.0% 0.5% 2.0% 5.3%
2016 30.1% 2.0% 6.2% 9.6% 9.6%
2015 4.6% 8.9% -5.8% -7.8% 10.5%
2014 12.1% 0.7% 2.0% 3.0% 5.9%
2013 29.2% 16.6% 2.2% 1.9% 6.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date09/11/2012
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN IE00B3FPGZ77

Purchase Info

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

Charges

  • 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).