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Hermes US SMID Equity Z GBP Acc

Ranked 11 out of 28 in - North American Small & Medium Companies over 12 months
All calculations are in GBP

Managed by

Mark Sherlock

Objective

The investment objective of the Fund is to provide long-term capital appreciation. The Fund will seek to achieve its objective by investing primarily in equity or equity related securities of, or relating to, small and mid-capitalisation companies listed or traded in North America which the Investment Manager has identified as being of high quality and undervalued.

Performance

North American Small & Medium Companies over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -1.1% 2.4% 2.9%
2013 35.1% 23.0% 1.4% 3.0% 5.2%
2012 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date26/09/2012
  • Share Class size147Mn
  • Base currencyGBP
  • ISIN IE00B7Z9BR41

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management3.0%

Related News

Hermes raids Nomura to replace Anstey for US small-caps fund

Michael Russell has been recruited from Nomura onto the £384 million Hermes US Small and Mid-cap (Smid) Equity fund.

Jupiter Primadona implements zero discount policy

The Jupiter Primadona Growth Trust has adopted a zero discount policy to support its share price.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).