Our investment range

Since our 1983 origin to the present day, delivering Sustainable Wealth Creation has been our sole purpose.

Water drops, hand, leaves

Our mission – to generate Sustainable Wealth Creation – ensures we aim to provide best-in-class investment solutions.

These capabilities are informed by decades of specialist experience, innovation and drive to lead the evolution of investing through a sustainability lens and stewardship.

People writhing in the mountains

Our unique approach

Our focus on Sustainable Wealth Creation aims to ensure that all our investment capabilities are driven by four characteristics. These are:

SWC equation

High-active-share

fundamental investment.

Best-in-class ESG integration

in public and private markets.

Effective and active stewardship

 to act as a responsible owner.

Overseen by the Responsibility Office

All our investment capabilities aim to deliver Sustainable Wealth Creation through active, responsible investment and effective stewardship over genuine long-term horizons, promoting intergenerational fairness.

Our investment range

Lighthouse

This approach provides three investment pathways focused on Sustainable Wealth Creation. Equally powerful in fulfilling our purpose, they are defined by the outcomes our investors seek.

Three pathways seeking Sustainable Wealth Creation

Active ESG icon

Responsible, active investing for long-term performance.

  • Financial objective
  • Best-practice integration of ESG analysis and engagement insights
  • Some capabilities may enforce exclusions that reflect Portfolio Managers’ investment views
  • Delivery of sustainable outcomes through effective stewardship

Capabilities

Sustainable icon

Thematic and values-based approaches for sustainable outcomes.

  • Financial and sustainability objectives
  • Best-practice integration of ESG analysis and engagement insights
  • Exposure to sustainability themes
  • Exposure to ESG leaders and industry exclusions that reflect sustainability values
  • Delivery of sustainable outcomes through effective stewardship

Capabilities

  • We offer a range of sustainable strategies across global equities, European equities, emerging-market equities, investment-grade credit as well as other fixed-income solutions.
Impact icon

Mission-led investment strategies to create positive impact.

  • Financial and impact objectives
  • Best-practice integration of ESG analysis and engagement insights
  • Focus on companies generating impact or undergoing positive transformation
  • Some capabilities may enforce exclusions that reflect defined sustainability values, impact considerations, or both
  • Delivery of sustainable outcomes through effective stewardship

Capabilities

Solutions across the spectrum

As well as funds, we offer best-in-class, bespoke solutions across the Sustainable Wealth Creation spectrum and have an exciting range of capabilities to meet our clients’ desired sustainable outcomes, such as meeting climate-focused targets and contributing to the low-carbon transition. To find out more, please contact your sales representative.

Capabilities

Federated Hermes Global Emerging Markets Equity Fund
Financial objective:
targeted investment performance
ESG and stewardship integration:
ESG analysis, proxy voting and engagement
Product exclusions:
integral to the investment strategy or enforced at the Portfolio Manager's discretion

Objective: to achieve long-term capital appreciation over rolling five-year periods

 

Benchmark: MSCI Emerging Markets Net

 

Core holdings: equity and equity-related securities of emerging-markets companies, or those deriving significant revenue from emerging markets

 

Concentration: typically 50-75 securities

 

Inception: 9 December 2008

 

Fund type: UCITS

 

Portfolio Manager: Kunjal Gala

Federated Hermes Unconstrained Credit Fund
Financial objective:
targeted investment performance
ESG and stewardship integration:
ESG analysis, proxy voting and engagement

Objective: to generate capital growth and a high level of income over the long term

 

Core holdings: Global corporate and sovereign bonds, derivatives and loans

 

Concentration: typically 100-150 issuers

 

Inception: 30 May 2018

 

Fund type: UCITS

 

Portfolio Managers: Andrew Jackson and Fraser Lundie, CFA

Federated Hermes Global Equity ESG Fund
Financial objective:
targeted investment performance
ESG and stewardship integration:
ESG analysis, proxy voting and engagement
ESG leaders:
companies demonstrating excellent ESG performance
Improvement:
companies on a positive ESG and sustainability trajectory

Objective: to achieve long-term capital appreciation by investing in worldwide equity securities with favourable ESG characteristics

 

Benchmark: MSCI All Country World Net

 

Core holdings: Developed and emerging-markets equities

 

Concentration: typically 70-100 stocks

 

Inception: 1 May 2014

 

Fund type: UCITS

 

Portfolio Managers: Geir Lode, Lewis Grant and Louise Dudley, CFA

We offer a range of sustainable strategies across global equities, European equities, emerging-market equities, investment-grade credit as well as other fixed-income solutions.
Federated Hermes Impact Opportunities Equity Fund
Financial objective:
targeted investment performance
Sustainability objective:
targeted sustainabilitiy outcome
Impact:
investing and engaging to create and sustain positive change
ESG and stewardship integration:
ESG analysis, proxy voting and engagement
ESG leaders:
companies demonstrating excellent ESG performance
Sustainability themes:
environmental and/or social themes reflected in investment activity

Objective: to achieve long-term capital appreciation over rolling five-year periods by investing in companies which will benefit from meeting the world’s environmental and social challenges

 

Benchmark: MSCI World All Country IMI

 

Core holdings: developed and emerging-market equities

 

Concentration: typically 20-50 stocks

 

Inception: 21 December 2017

 

Fund types: UCITS

 

Portfolio Manager: Ingrid Kukuljan

Federated Hermes SDG Engagement Equity Fund
Financial objective:
targeted investment performance
Sustainability objective:
targeted sustainabilitiy outcome
SDG alignment:
investments and/or engagements supporting delivery of the Sustainable Development Goals
Impact:
investing and engaging to create and sustain positive change
ESG and stewardship integration:
ESG analysis, proxy voting and engagement
Improvement:
companies on a positive ESG and sustainability trajectory

Objective: to achieve long-term capital appreciation alongside positive societal impact through engagements supporting the delivery of the Sustainable Development Goals

 

Benchmark: MSCI World All Country SMID Index

 

Core holdings: developed and emerging-markets small and mid-cap equities

 

Concentration: typically 40-60 stocks

 

Inception: 29 December 2017

 

Fund types: UCITS and US ‘40 Act

 

Portfolio Manager: Hamish Galpin

 

Lead Engager: Will Pomroy

Federated Hermes SDG Engagement High Yield Credit Fund
Financial objective:
targeted investment performance
Sustainability objective:
targeted sustainabilitiy outcome
Impact:
investing and engaging to create and sustain positive change
SDG alignment:
investments and/or engagements supporting delivery of the Sustainable Development Goals
ESG and stewardship integration:
ESG analysis, proxy voting and engagement
Improvement:
companies on a positive ESG and sustainability trajectory

Objective: to provide a total return, through a combination of income and capital growth over rolling five-year periods, while delivering positive societal impact through engagements supporting the delivery of the Sustainable Development Goals

 

Benchmark: ICE BofAML Global High Yield Constrained Index

 

Core holdings: high-yield corporate bonds

 

Concentration: typically 75-100 issuers

 

Inception: 2 October 2019

 

Fund types: UCITS and US ‘40 Act

 

Portfolio Managers: Mitch Reznick, CFA, Fraser Lundie, CFA and Nachu Chockalingam, CFA

 

Lead Engager: Aaron Hay

Where a benchmark is referenced, the investment team will use it for performance comparisons with their Fund or Strategy, as deemed appropriate. For the avoidance of doubt the Fund or Strategy’s objective is not to track the performance of an index or benchmark. The Fund or Strategy does not charge any performance fees and, accordingly, no fees are paid to the Investment Manager on the basis of outperformance of an index or benchmark.

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Want to know more?

See the full investment range from the international business of Federated Hermes.

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Our definitions

Seeking clarity about sustainability? From ESG leaders to active ownership, we provide definitions that we stand by.

Want to know more about our delivery of Sustainable Wealth Creation?

The value of investments and income from them may go down as well as up, and you may not get back the original amount invested.