Federated Hermes SDG Engagement Eq IS (FHESX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Federated Hermes SDG Engagement Eq IS
Warrendale, PA 15086-7561
4000 Ericsson Drive
Federated Hermes Adviser Series
(412) 288-1900
Management information
,Lead manager since 31 October 2018
Hamish is the Head of the Small & Mid Cap team, which he has led since its creation in 2007. He joined in 1995 as co-manager of the UK smaller companies strategies and served as lead manager from January 1997 to April 2010. Since the founding of the team, Hamish has gradually assumed a more global perspective, with oversight of the holdings across all of the team's strategies, and he is now lead manager of the Global Small Cap strategy. In December 2017, he launched the SDG Engagement Equity strategy and became lead portfolio manager in the process. 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 (Hons) in Civil Engineering from Nottingham University and is a former director of the Hermes Group (DB) pension scheme. Hamish also sits on the Governance Group that monitors the company’s (DC) pension scheme.
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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
CategoryWorld Small/Mid Stock
Fund familyFederated
Net assets107.3M
YTD return7.06%
Yield0.88%
Morningstar rating★★★
Inception date5 Nov 2018
Fund operations
Last dividend0.13
Last cap gain1.00
Holdings turnover14.00%
Average for categoryN/A
Fees and expenses
ExpenseFHESXCategory average
Annual report expense ratio (net)0.94%1.26%
Prospectus net expense ratio0.94%N/A
Prospectus gross expense ratio1.27%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.21%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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