Search this website. You can use fund codes to locate specific funds

SDG Engagement Equity Strategy update: April 2020

The Hermes SDG Engagement Equity Fund aims to balance positive impact through engagement while enhancing long-term shareholder returns.

In this webinar, Hamish Galpin, Lead Manager, discusses the Fund’s performance in the first quarter of 2020 and considers how different sectors have weathered the market sell-off triggered by the coronavirus pandemic.

Will Pomroy, Lead Engager, looks at how the portfolio’s environmental, social and governance (ESG) ratings have improved over the year, before considering how the Strategy is engaging with its holdings to promote the UN’s Sustainable Development Goals.

The team also talks about how a diversified approach will help it seek the upside in the months ahead, while commenting on how it expects the fund to place a greater emphasis on governance factors in the future.

Past performance is not a reliable indicator of future results and targets are not guaranteed.

This document does not constitute a solicitation or offer to any person to buy or sell any related securities, financial instruments or financial products. No action should be taken or omitted to be taken based on the information presented. Tax treatment depends on personal circumstances and may change. This document is not advice on legal, taxation or investment matters so investors must rely on their own examination of such matters or seek advice. Before making any investment (new or continuous), please consult a professional and/or investment adviser as to its suitability. Any opinions expressed may change. All figures, unless otherwise indicated, are sourced from Federated Hermes.

Related Insights

Weekly Credit Insight
US and European credit-market performance diverged significantly in July.
Monthly Fund Commentary, June 2020
Please read on for more information and a summary of performance, activity and our investment outlook, from our Portfolio Managers.
360°: credit investing in the coronavirus era
What is our current view of fixed-income markets? And where do we see the best relative value?
Credit: Industry Insights
Filippo Alloatti, Senior Credit Analyst, shares his views on financials.
Fiorino: why bank debt investors should care about MDA
Increasingly, the Maximum Distributable Amount is a key metric that bank debt investors need to keep an eye on.
Your Questions Answered by Unconstrained Credit
A quarterly series featuring the top 10 questions that clients and prospective clients ask our investment teams.