Hermes SDG Engagement Equity F USD Acc

Ranked 415 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Hamish Galpin

Hamish is the Head of the Small & Mid Cap team at Hermes. He has led this team since its creation in 2007. He has been at Hermes since 1995 when he joined as co-manager of the UK smaller companies strategies; he served as lead manager from January 1997 to April 2010. He has a background in credit, having started his career in the energy and natural resources division of NatWest Bank, and later moving to Bankers Trust as a credit analyst covering European corporates. He has a BEng in Civil Engineering from Nottingham University and is a former director of the Hermes Pension Scheme. Hamish also sits on the Hermes Governance Group, which monitors the Hermes pension scheme.

Objective

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 by investing primarily 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.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 415/752 Total Return
  • Rank 650/752 Standard Deviation
  • Rank 475/752 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.6%
2018 -7.3% -5.2% 6.9% 4.7% -12.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date29/12/2017
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00BD3FN034

Purchase Info

  • Min. initial investment100,000

Charges

  • Annual management0.95%
  • 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).