Our investment range
Since our 1983 origin to the present day, delivering Sustainable Wealth Creation has been our sole purpose.
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.
Our unique approach
Our focus on Sustainable Wealth Creation aims to ensure that all our investment capabilities are driven by four characteristics. These are:
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
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
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
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
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
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
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
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
Objective: achieve capital growth over rolling five-year periods and a smaller environmental footprint than the index
Benchmark: MSCI All Country World Index
Core holdings: developed and emerging-markets equities
Concentration: 30-50 holdings
Fund type: UCITS
Portfolio Manager: Martin Todd, CFA
Objective: The investment objectives of the Fund are to provide total return over a rolling period of any five years and to deliver a carbon footprint lower than the Benchmark.
Benchmark: ICE BoA Global High Yield Constrained Index, hedged to US dollar
Core holdings: Primarily high-yield corporate bonds and derivatives
Concentration: Typically 100 - 150 issuers
Inception: 7 September 2021
Fund types: UCITS
Portfolio Managers: Fraser Lundie, CFA, Nachu Chockalingam, CFA, Mitch Reznick, CFA
Lead Engager: Aaron Hay
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
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
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.
Want to know more?
See the full investment range from the international business of Federated Hermes.
Our definitions
Seeking clarity about sustainability? From ESG leaders to active ownership, we provide definitions that we stand by.