Hermes European Alpha Equity Fund Class Z GBP Accumulating (0P0000PXT1.L)
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
Broker Availability Information Not Available
Fund Summary
The investment objective of the fund is to achieve long-term capital appreciation by investing primarily in a diversified portfolio of equity securities and equity related securities with a European bias (including Russia and turkey) quoted or traded on regulated markets. The Investment Manager will seek to invest in companies with accelerating levels of income and cash flow that can demonstrate sustainable growth over the long term. Independent research is undertaken in order to identify companies and industries undergoing fundamental change that are not recognised by other investors in the market. The key criteria used in company and industry level analysis are franchise value, balance sheet strength, valuation levels and forces for change.
Fund Overview
Category | Europe Large-Cap Growth Equity |
Fund Family | Hermes Fund Managers Ireland Ltd |
Net Assets | -- |
YTD Return | -2.68% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Jan 15, 2010 |
Performance & Risk
YTD Return | -- |
5y Average Return | -- |
Rank in Category (ytd) | 66 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.21 |
Morningstar Risk Rating |