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LU1531594833

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Analysis and statistics

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About

LU1531594833 is the ISIN for the Federated Hermes SDG Engagement Equity Fund, a sub-fund of Federated Hermes Investment Funds PLC. This fund aims to achieve long-term capital appreciation by investing primarily in equity securities of companies globally that are deemed to be contributing to the achievement of the United Nations Sustainable Development Goals (SDGs). The fund employs an engagement overlay, seeking to actively engage with portfolio companies to improve their sustainability practices and overall contribution to the SDGs. Its investment strategy considers both financial performance and positive societal impact.
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Factors

Sector Performance: The fund invests in specific sectors. The performance of these sectors directly impacts the fund's Net Asset Value (NAV).

Market Conditions: Overall market sentiment and economic conditions influence investor demand and the value of underlying assets.

Interest Rates: Changes in interest rates can affect the attractiveness of investments held by the fund.

Fund Management: The fund manager's decisions regarding asset allocation, security selection, and trading strategy significantly impact performance.

Expense Ratio: The fund's operating expenses, including management fees, affect returns to investors.

Currency Fluctuations: If the fund invests in assets denominated in currencies other than EUR, currency fluctuations impact its value.

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