Federated Hermes Global Small Cap R6
Warrendale, PA 15086-7561
4000 Ericsson Drive
Federated Hermes Adviser Series
(412) 288-1900
管理資訊
,自 2019年4月22日 起的牽頭經辦人
Hamish is the Head of the Small & Mid Cap boutique and has led it since its creation in 2007. He has been at Hermes since 1995 when he joined as co-manager of the UK smaller companies strategies; he served as lead manager from January 1997 to April 2010. Since the founding of the team, Hamish has gradually assumed a more global perspective, with oversight of the holdings across all of the team's strategies, and he is now lead manager of the Global Small Cap strategy. He has a background in credit, having started his career in the energy and natural resources division of NatWest Bank, and later moving to Bankers Trust as a credit analyst covering European corporates. He has BEng (Hons) in Civil Engineering from Nottingham University and is a former director of the Hermes Group (DB) Pension Scheme. Hamish also sits on the Hermes Governance Group, which monitors the Hermes (DC) pension scheme.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別World Small/Mid Stock
基金家族Federated
淨資產2.67M
本年度至今日回報-18.90%
收益率0.80%
晨星評級★★★
成立日期2019年4月22日
基金運作
上次股息0.01
上次資本增益25.00
持股週轉率16.00%
組別平均無
費用與支出
支出FHSRX類別平均
年報支出比率 (淨值)0.94%1.26%
招股書淨支出比率0.94%無
招股書總支出比率9.13%無
最高 12b1 費用無無
最高首次認購費無5.21%
最高遞延銷售費用無1.14%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
