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Hermes US SMID Equity Z GBP Acc

Ranked 8 out of 54 in - North American Small & Medium Companies over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

North American Small & Medium Companies over : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 7.5% 10.6% -5.0% -6.4% 9.3%
2014 13.4% -1.1% 2.4% 2.9% 8.9%
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 size142Mn
  • Base currencyGBP
  • ISIN IE00B7Z9BR41

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management3.00%

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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).