Federated Hermes US SMID Equity Fund Class R CHF Accumulating Hedged
Fund
ISIN IE00BBL4VM63 / Valor 22400205
NAV (2024-12-20)
CHF 3.32-0.42%
Federated Hermes US SMID Equity Fund Class R CHF Accumulating 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.