Investment strategies described on this site are not necessarily available through every sponsor program. Please check with your Federated Hermes representative or your home office to ascertain accessibility.
Effective January 31, 2016 the benchmark changed from MSCI EAFE High Dividend Yield Index to MSCI World ex USA High Dividend Yield Index.
For a detailed discussion of Managed Account strategies or to receive additional information, please Contact Us.
Issues discussed within this communication represent the investment manager's explanation of factors that were considered when executing transactions or holding specific securities on the prior date indicated. Because this is a managed portfolio, the investment mix will change and the holdings are not indicative of future portfolio composition. Marketplace conditions fluctuate suddenly and frequently, and investment manager's opinions may change. These comments are not intended to be and do not constitute recommendations that others buy, sell or hold any of the securities discussed. Opinions relate to the representative portfolio as of the date above and are subject to change.
Portfolio characteristics are from a representative portfolio and for illustrative purposes only. Actual account characteristics of individual accounts may be different. Portfolio characteristics are as of the date shown above and are based on individual securities in the portfolio on that date. Securities in the portfolio are subject to change.
Refer to the GIPS report found on this website in the Performance Profile found in the Documents section.
For printing purposes, this commentary must be accompanied by the full GIPS report.
Past performance is no guarantee of future results.