Sustainable Global Equity Fund
Our focus
Businesses driving the sustainable transition operate on the right side of social and environmental change and are usually built on strong foundations. They are purposeful, resilient, innovative companies in control of their own destinies – consistently generating cash flow and profits through products, services and activities that help create a better world.
Sustainable investing seeks long-term financial outperformance and social and environment change benefiting current and future generations. By focusing on companies whose activities are aligned with clear themes – including health and wellbeing, inclusivity, efficient and circular production and a thriving natural environment – investors can make a real difference.
Markets can be relatively efficient over the short term, but they struggle to discount positive change over the medium and long term. This means quality businesses helping to improve society and the environment often have better long-term performance prospects than many of the largest stocks in the index today.
Fund Highlights
- Objectives Generate capital growth over rolling 5-year periods with a smaller environmental footprint than the index
- Benchmark MSCI All Country World Index
- Portfolio Manager Martin Todd, CFA1
- Style Thematic
- Inception January 2021
- Concentration 30-50 companies
- Tracking 4-10%
- Active share (range) >80%
- Turnover (range) 10-40%
- Exclusions Fossil fuels, weapons, tobacco, alcohol, gambling, adult entertainment
- ESG integration Proprietary tools and third-party data feeds
- Engagement & responsibility Combined resource of more than 50 people drives engagement and policy advocacy
- SFDR product categorisation Article 9
Why invest
Positive outcomes
Sustainability tipping point
Target profitable businesses
Engagement
Proprietary ESG analysis
Clear thematic framework
Our investment universe
Innovators delivering real positive impact through their products
Great businesses with best-in-class sustainability metrics
High-potential companies transitioning to be future leaders
What defines a sustainable company?
A profitable, competitive and resilient business model
Evidence of strong or improving ESG factors
Products and services that benefit people and the planet
Sustainable
company
What defines a sustainable company?
Products and services that benefit people and the planet
Sustainable company
From today’s innovators to future leaders
Team
Supported by
Our Purpose
To deliver Sustainable Wealth Creation
Like all our investment capabilities, Federated Hermes Sustainable Global Equity aims to deliver Sustainable Wealth Creation: the generation of wealth through investments that enrich investors, society and the environment over the long term.