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Hermes US SMID Equity F GBP Acc

Ranked 2 out of 53 in - North American Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Mark Sherlock


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.

Showing fund performance in United Kingdom View performance globally


North American Small & Medium Companies over : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 7.1%
2015 6.7% 10.4% -5.1% -6.6% 9.0%
2014 12.6% -1.3% 2.2% 2.7% 8.7%
2013 34.1% 22.7% 1.2% 2.8% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date09/11/2012
  • Share Class size42Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0


  • Initial investment0

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