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Hermes US SMID Equity Class F Hedged - Accumulation (GBP)

Sell:148.76p Buy:148.76p Change: 0.96p (0.65%)
Prices as at 11 October 2019
Sell:148.76p
Buy:148.76p
Change: 0.96p (0.65%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 11 October 2019
Sell:148.76p
Buy:148.76p
Change: 0.96p (0.65%)
Prices as at 11 October 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market. But share prices of well-known companies react quickly to new information. We think this makes it difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. The US economy is in reasonable health and its stock market has performed well since the 2008 financial crisis. We think the prospects of most US companies are now reflected in their share prices and there's little value available for investors. That said, some commentators think the region's world-class technology companies have the potential to increase profits which could justify share prices climbing higher. For broad exposure to the US stock market, we think a low-cost tracker fund could be considered. We think active fund managers have more potential to deliver strong performance by investing in higher-risk small and medium-sized US companies.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

11/10/14 to 11/10/15 11/10/15 to 11/10/16 11/10/16 to 11/10/17 11/10/17 to 11/10/18 11/10/18 to 11/10/19
Annual return 10.28% 12.07% 11.40% 5.01% 1.90%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Mark Sherlock
Manager start date: 26 September 2012
Manager located in: TBC

Director, Manager of US SMID. Mark has been with Hermes Small & Mid Cap since February 2009 as the Co-Manager of the US SMID strategy. He joined Hermes in 2005, initially spending four years working on the UK Focus Fund as an analyst and fund manager. Prior to this, he was an investment analyst at Rio Tinto Pension Fund where he had responsibility for the small and mid-cap portion of the portfolio. Mark qualified as a Chartered Accountant with PriceWaterhouseCoopers in 2002. He has a degree in Politics from Durham University and is a CFA Charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account