Federated Hermes, a global leader in active investment, today announced the launch of the Federated Hermes Global Equity Fund, a new Australian Unit Trust fund that seeks to deliver consistent, long-term returns by investing in global equity securities with fundamental and ESG considerations integrated into the investment approach. The Fund is now registered for sale to wholesale investors in Australia and those advised by their Financial Advisers.
The Federated Hermes Global Equity Fund is the firm’s second fund launched for Australia’s wholesale investors, further expanding Federated Hermes’ presence in the local wealth management market. This follows the successful launch of the Global Trade Finance Fund in February. In Australia, Federated Hermes has established itself as a leading provider of active investment strategies to institutional investors and as a trusted stewardship adviser to many of the country’s top ten superannuation funds through Federated Hermes’ dedicated stewardship arm EOS, which advises on US$2.3 trillion1 in assets globally.
The Fund benchmarks against the MSCI World ex Australia Index and holds a diversified portfolio of 250-500 stocks identified through a systematic, data driven process combined with disciplined fundamental oversight by an experienced team of investors. The team’s approach includes a proprietary ESG framework containing engagement insights from EOS, while portfolio construction is aided by the investment team’s proprietary multi factor risk model, MultiFRAME that helps the team dynamically manage and control portfolio risk. This approach enables a multi-dimensional assessment of each company, covering financial strength, competitive advantage, leadership quality, and ESG factors, alongside market sentiment and valuation resulting in a diversified, balanced portfolio.
Federated Hermes Global Equities has invested in the global developed markets since the inception of the Global Equity Strategy in 2007, with assets under management of US$5.8 billion2. The Fund is managed by a stable team of highly experienced portfolio managers, led by Geir Lode, Head of Global Equities, as Lead Portfolio Manager, with Lewis Grant (Senior Portfolio Manager), Louise Dudley (Portfolio Manager) and Andrew Hurley (Portfolio Manager) serving as Co‑Portfolio Managers.
Macro driven volatility continues to create meaningful dispersion across markets. Our disciplined, risk aware approach aims to identify resilient businesses that look attractive across multiple dimensions and avoid material weaknesses, while controlling risk and maintaining balanced exposures to help navigate the ever-changing market conditions and seek to deliver attractive long-term returns.
Geir Lode, Head of Global Equities
Today’s announcement demonstrates our commitment to serving the local wholesale market by meeting investors’ needs. By bringing a global equity strategy to Australian wholesale investors, offering diversified global exposure and investing in companies selected for their fundamental characteristics, we provide an option for those seeking to broaden their portfolios beyond the domestic market.
Liz White, Associate Director of Business Development, Australia
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1 As of March 31, 2026.
2 As of March 31, 2026, including pooled and segregated mandates.
Disclaimer
The value of investments and income from them may go down as well as up, and you may not get back the original amount invested.
This communication has been prepared by Federated Investors Australia Services Ltd ABN 90 161 230 637 AFSL 433 831 and issued by The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235 150 (Perpetual) as responsible entity and the issuer of units in the Federated Hermes Global Equity Fund and the Federated Hermes Global Trade Finance Fund. It is general information only and is not intended to provide you with financial advice and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement (PDS), prior to making any investment decisions. The PDS and target market determination (TMD) can be obtained for free by visiting our website www.federatedhermes.com/au. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. This information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value. Past performance is not indicative of future performance.
Neither Federated Investors Australia Services Ltd nor any company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Neither Federated Investors Australia Services Ltd nor Perpetual give any representation or warranty as to the reliability or accuracy of the information contained in this press release.
The Fund is not being marketed outside Australia.
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