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Impact Opportunities: H1 2020 Report

A concentrated, fundamental global equity strategy, the Federated Hermes Impact Opportunities Equity Fund seeks to generate value by investing in companies that create positive, sustainable change and strong long-term investment returns.

Impact investing: a key role to play in reshaping the future

Demand for impact investing has been on the rise: according to the Global Impact Investing Network, a study of 1,700 impact investors found that aggregate assets under management increased from $502bn in 2019 to $715bn this year. And as the world wrestles with the unprecedented challenge of the coronavirus pandemic, we have seen this demand accelerate further as the virus has put the need for impact investing under the spotlight.

Our H1 2020 report examines our Fund’s activity and performance in the first six months of the year, demonstrates our engagement progress, explains how three megatrends are shaping our investment thinking, and provides case studies illustrating how two of our current holdings are aligned to our health and wellbeing theme.

Risk profile
  • Past performance is not a reliable indicator of future results. 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.

  • The holdings discussed in this report do not represent all of the securities held in the portfolio and it should not be assumed that the above securities were or will be profitable. This information does not constitute a solicitation or offer to any person to buy or sell any related securities or financial instruments.

     

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