Federated Hermes US SMID Equity Fund Class F2 CHF Distributing Hedged header image

Federated Hermes US SMID Equity Fund Class F2 CHF Distributing Hedged

Fund

ISIN IE00BBL4VG04 / Valor 22404207

NAV (2024-12-24)
CHF 3.21-0.02%

Federated Hermes US SMID Equity Fund Class F2 CHF Distributing Hedged
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General Objective

The fund aims to achieve long-term capital appreciation by investing primarily in equity or equity-related securities of small and medium-sized companies domiciled in the US or deriving a large proportion of their income from US activities.

Fund Exposure

The fund is exposed to a diversified portfolio of high-quality companies listed or traded in the US or Canada. It focuses on companies with a durable competitive advantage, sustainable earnings, sensible financial management, and a positive ESG story. The fund primarily invests in the Industrials, Technology, Financials, and Health Care sectors.

Risks

The fund may be subject to risks such as market risk, liquidity risk, currency risk, and concentration risk. Additionally, investing in small and medium-sized companies may involve higher volatility and potential for loss compared to larger companies. Investors should carefully consider these risks before investing in the fund.

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Source

https://www.hermes-investment.com/uk/en/individual/fund/federated-hermes-us-smid-equity-fund-class-f-gbp-accumulating-ie00b8jbcy79/

Tags:
us equities russell 2500 smid cap

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OTHER SHARE CLASSES OF THIS FUND

Federated Hermes US SMID Equity Fund Class F EUR Accumulating Hedged
Federated Hermes US SMID Equity Fund Class F EUR Accumulating Hedged Federated Hermes US SMID Equity Fund Class F EUR Accumulating Hedged Valor: 22187216
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Annual Return

-50%0%+50%

Risk level

110
-0.01%EUR 4.46
Federated Hermes US SMID Equity Fund Class F GBP Accumulating Hedged
Federated Hermes US SMID Equity Fund Class F GBP Accumulating Hedged Federated Hermes US SMID Equity Fund Class F GBP Accumulating Hedged Valor: 22401030
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Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 2.26
Federated Hermes US SMID Equity Fund Class R EUR Accumulating Hedged
Federated Hermes US SMID Equity Fund Class R EUR Accumulating Hedged Federated Hermes US SMID Equity Fund Class R EUR Accumulating Hedged Valor: 22400181
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Annual Return

-50%0%+50%

Risk level

110
-0.01%EUR 3.58
Federated Hermes US SMID Equity Fund Class R USD Accumulating
Federated Hermes US SMID Equity Fund Class R USD Accumulating Federated Hermes US SMID Equity Fund Class R USD Accumulating Valor: 22400176
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Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 4.40
Federated Hermes US SMID Equity Fund Class R CHF Accumulating Hedged
Federated Hermes US SMID Equity Fund Class R CHF Accumulating Hedged Federated Hermes US SMID Equity Fund Class R CHF Accumulating Hedged Valor: 22400205
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Annual Return

-50%0%+50%

Risk level

110
-0.03%CHF 3.35
Federated Hermes US SMID Equity Fund Class L2 GBP Distributing Hedged
Federated Hermes US SMID Equity Fund Class L2 GBP Distributing Hedged Federated Hermes US SMID Equity Fund Class L2 GBP Distributing Hedged
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Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.65
Federated Hermes US SMID Equity Fund Class L2 USD Distributing
Federated Hermes US SMID Equity Fund Class L2 USD Distributing Federated Hermes US SMID Equity Fund Class L2 USD Distributing Valor: 40008577
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Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 3.54
Federated Hermes US SMID Equity Fund Class F2 GBP Distributing Hedged
Federated Hermes US SMID Equity Fund Class F2 GBP Distributing Hedged Federated Hermes US SMID Equity Fund Class F2 GBP Distributing Hedged Valor: 22401450
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Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 2.23
Federated Hermes US SMID Equity Fund Class F EUR Distributing Hedged
Federated Hermes US SMID Equity Fund Class F EUR Distributing Hedged Federated Hermes US SMID Equity Fund Class F EUR Distributing Hedged
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Annual Return

-50%0%+50%

Risk level

110
-0.01%EUR 2.85
Federated Hermes US SMID Equity Fund Class L EUR Accumulating Hedged
Federated Hermes US SMID Equity Fund Class L EUR Accumulating Hedged Federated Hermes US SMID Equity Fund Class L EUR Accumulating Hedged
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Annual Return

-50%0%+50%

Risk level

110
-0.01%EUR 2.88