Hermes SDG Engagement High Yield Credit Fund

Mutual Funds . High Yield .

Overview

 
AT A GLANCE
Portfolio
Assets
December 31 2019
$26.4 M
Fixed Income
Gross
Expenses
1.09%
Net
Expenses
0.63%
STRATEGY

Seeks current income and capital appreciation along side positive societal impact.

KEY FACTS
Key Facts - Part 1
Benchmark ICE BAML Global High Yield Index Constrained - USD Hedged
Key Facts - Part 2
Fund Number(s)
669
CUSIP 3 1 4 2 3 A 5 5 6
Performance Incp. Date September 26 2019
MORNINGSTAR CATEGORY & STYLE
Category
High Yield Bond
Style
Low Limited
INVESTMENT GOALS Retirement
Income
Global Diversification
MANAGERS
Mitch Reznick, CFA
Hermes Investment Management Limited

joined Federated
22 years of experience
Fraser Lundie, CFA
Hermes Investment Management Limited

joined Federated
14 years of experience

Performance

Characteristics

Commentary

Documents

 

Distributions and Taxes

Standard Performance