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Federated Hermes US SMID Equity Fund Class R EUR Accumulating Hedged header image

Federated Hermes US SMID Equity Fund Class R EUR Accumulating Hedged

Fund

ISIN IE00BBL4VK40 / Valor 22400181

NAV (2024-12-20)
EUR 3.54-0.41%

Federated Hermes US SMID Equity Fund Class R EUR 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.

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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 L2 GBP Distributing
Federated Hermes US SMID Equity Fund Class L2 GBP Distributing Federated Hermes US SMID Equity Fund Class L2 GBP Distributing
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Annual Return

-50%0%+50%

Risk level

110
0.33%GBP 1.97
Federated Hermes US SMID Equity Fund Class L EUR Accumulating
Federated Hermes US SMID Equity Fund Class L EUR Accumulating Federated Hermes US SMID Equity Fund Class L EUR Accumulating
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Annual Return

-50%0%+50%

Risk level

110
-0.31%EUR 3.43
Federated Hermes US SMID Equity Fund Class F2 GBP Distributing
Federated Hermes US SMID Equity Fund Class F2 GBP Distributing Federated Hermes US SMID Equity Fund Class F2 GBP Distributing Valor: 19667706
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Annual Return

-50%0%+50%

Risk level

110
0.33%GBP 3.55
Federated Hermes US SMID Equity Fund Class Z GBP Accumulating
Federated Hermes US SMID Equity Fund Class Z GBP Accumulating Federated Hermes US SMID Equity Fund Class Z GBP Accumulating Valor: 19667703
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Annual Return

-50%0%+50%

Risk level

110
0.33%GBP 4.97
Federated Hermes US SMID Equity Fund Class F GBP Accumulating
Federated Hermes US SMID Equity Fund Class F GBP Accumulating Federated Hermes US SMID Equity Fund Class F GBP Accumulating Valor: 19667716
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Annual Return

-50%0%+50%

Risk level

110
0.33%GBP 4.43
Federated Hermes US SMID Equity Fund Class F EUR Accumulating
Federated Hermes US SMID Equity Fund Class F EUR Accumulating Federated Hermes US SMID Equity Fund Class F EUR Accumulating Valor: 19668964
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Annual Return

-50%0%+50%

Risk level

110
-0.30%EUR 7.10
Federated Hermes US SMID Equity Fund Class F2 EUR Distributing
Federated Hermes US SMID Equity Fund Class F2 EUR Distributing Federated Hermes US SMID Equity Fund Class F2 EUR Distributing Valor: 19668079
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Annual Return

-50%0%+50%

Risk level

110
-0.31%EUR 7.02
Federated Hermes US SMID Equity Fund Class P EUR Accumulating Hedged
Federated Hermes US SMID Equity Fund Class P EUR Accumulating Hedged Federated Hermes US SMID Equity Fund Class P EUR Accumulating Hedged
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Annual Return

-50%0%+50%

Risk level

110
-0.41%EUR 2.70
Federated Hermes US SMID Equity Fund Class F CHF Accumulating Hedged
Federated Hermes US SMID Equity Fund Class F CHF Accumulating Hedged Federated Hermes US SMID Equity Fund Class F CHF Accumulating Hedged Valor: 22401084
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Annual Return

-50%0%+50%

Risk level

110
-0.42%CHF 3.35
Federated Hermes US SMID Equity Fund Class R EUR Accumulating
Federated Hermes US SMID Equity Fund Class R EUR Accumulating Federated Hermes US SMID Equity Fund Class R EUR Accumulating Valor: 19668978
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.31%EUR 7.78
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