Sustainable Global Equity Fund

High-conviction investment in companies helping to create a more sustainable future
Energy from the sun to the solars

Our focus

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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.

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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.

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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
Targets cannot be guaranteed. 1CFA ® is a trademark owned by the CFA Institute.

Why invest

Positive outcomes

Connect performance with positive outcomes for people, the planet and investors

Sustainability tipping point

Focus on companies helping to ensure a more sustainable future

Target profitable businesses

Target profitable businesses capitalising on underappreciated long-term change

Engagement

Access skilled stock-picking, thematic investing and world-leading engagement teams

Proprietary ESG analysis

Benefit from innovative, proprietary ESG analysis that delves deeper than mainstream ratings

Clear thematic framework

Capture opportunities created by megatrends

Our investment universe

We invest in three types of sustainable companies:

Innovators delivering real positive impact through their products

Great businesses with best-in-class sustainability metrics

High-potential companies transitioning to be future leaders

These are composites for a balanced portfolio that aims to perform through the cycle.

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?

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

From today’s innovators to future leaders

Watch our videos: Identifying stock opportunities through four thematic lenses

Team

Supported by

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Responsibility Office professionals
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EOS at Federated Hermes professionals

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.

To find out more about the Sustainable Global Equity Fund