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Federated Hermes Sustainable Europe ex-UK Equity Fund (0P0001CN5B.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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181.13-1.76 (-0.96%)
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Federated Hermes Sustainable Europe ex-UK Equity Fund

Dublin 2

53 Merrion Square,

The Wilde,

Management information
,Lead manager since 18 June 2021
Chi joined as an analyst in 2009 and has been a portfolio manager for the European Equities strategies since 2013. Prior to this, he worked at Execution Limited as a senior telecoms analyst, establishing a reputation for interesting and commercial analysis, before moving internally to the newly-formed asset management division (Sourcecap International). Previously he was at Credit Suisse First Boston, initially supporting the inception of the global value-based research group (the predecessor to HOLT) before being recruited internally to join the highly-rated pan-European telecom team. Chi started his career at the financial services practice of Ernst & Young, where he qualified as a Chartered Accountant after graduating from University of Manchester Institute of Science and Technology (UMIST) with a BSc in Clothing Engineering and Management.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyHermes Fund Managers Ireland Ltd
Net assetsN/A
YTD return12.54%
Yield0.49%
Morningstar rating★★★★
Inception date21 Jun 2022

Fund operations

Last dividend0.01
Last cap gainN/A
Holdings turnover75.00%
Average for categoryN/A

Fees and expenses

Expense0P0001CN5B.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A