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Hermes US SMID Equity Z GBP Acc

Ranked 38 out of 51 in - US Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Mark Sherlock

Mark Sherlock joined the Hermes US SMID team in February 2009 as co-manager of the Hermes US SMID Cap strategy and became lead manager in October 2013. He initially joined Hermes in 2005 as an analyst and fund manager on the UK Focus Fund. Prior to this, he was an investment analyst at Rio Tinto Pension Fund, where he had responsibility for the small and mid cap portion of the portfolio. Mark qualified as a Chartered Accountant with PricewaterhouseCoopers in 2002. He has a degree in Politics from Durham University, is a CFA charterholder and a Fellow of ICAEW.

Objective

The investment objective of the Fund is to provide long-term capital appreciation. The Fund will seek to achieve its objective by investing primarily in equity or equity related securities of, or relating to, small and mid-capitalisation companies listed or traded in North America which the Investment Manager has identified as being of high quality and undervalued.

Showing fund performance in Luxembourg View performance globally

Performance

US Small & Medium Companies over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 -1.8% 0.1% -4.4% -1.8% 4.6%
2016 24.7% -0.3% 3.9% 5.7% 13.9%
2015 13.2% 18.6% -2.9% -10.0% 9.2%
2014 21.6% -0.5% 5.7% 5.7% 9.4%
2013 31.7% 17.9% 0.0% 5.6% 5.7%
2012 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date26/09/2012
  • Share Class size79Mn
  • Base currencyGBP
  • ISIN IE00B7Z9BR41

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management3.00%
  • Initial investment3

Related News

Trump has reignited animal spirits, says US equities chief

VIDEO: Hermes IM’s Mark Sherlock also reveals his best and worst stock bets of the last 12 months.

A-rated Sherlock: Trump's pro-growth plans could power small-caps

VIDEO: Hermes specialist says the newly-elected President has built on a strong foundation and helped moved the economy to a pro-growth stance.

High quality US small-caps set to shine, says Hermes’ Sherlock

Small- and mid-cap specialist believes firms with stronger fundamentals will come to the fore as liquidity-driven gains dry up for lesser quality names.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).