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Authors

  • 03/07/2017
    Equities
    Geir Lode
    Our proprietary research has long demonstrated the performance benefits of integrating environmental, social and governance (ESG) factors into investment decisions. The strong returns of the Hermes Global Equity ESG Fund, launched three years ago, provides further evidence that ESG investing not only makes you feel good but can also make you money. The Hermes Global Equity ESG Fund aims to generate consistent, positive relative returns by investing in companies with strong fundamentals and ESG characteristics. So far, this objective has been achieved: since its 1 May 2014 inception, the Fund has gained a net cumulative 21.3% against the MSCI World AC Index return of 16.7% (see figure 1).
  • Geir Lode
    Launching our core global equity product in the depths of the financial crisis, and investing throughout subsequent market shocks and surges, tested our ability to meet the commitment we made to investors from the outset: to generate consistent, compounding outperformance for the long term. Since its December 2008 inception, a period beginning with the tumult of the financial crisis and ending with the bullish US ‘Trump trade’, the Hermes Global Equity Fund has achieved its objective: to generate 2%-3% net annualised outperformance of its benchmark, the MSCI World Index, over rolling three-year periods (see figure 1). This 2.4% net annualised outperformance is reinforced by other evidence that the Fund offers a robust proposition: strong risk-adjusted returns, skilful active management, prudent diversification and low turnover.