Federated Hermes US SMID Eq. R Acc $

The Fund aims to increase the value of your investment over a rolling period of any five years. However, there is no guarantee that this will be achieved and your capital is at risk. The Fund is actively managed, and will invest at least 80% in Shares of companies that are located in or earn substantial revenue from the United States and, on occasion, Canada. This includes companies listed in the Russell 2500 Index. The companies may be small or mid-sized based on the market value of their Shares (i.e. 'SMID cap'). On occasion it may also invest in other financial instruments, for example other funds and rated or unrated Bonds and Derivatives. The Fund is an Article 8 Fund under SFDR. The Investment Manager will consider how well companies manage environmental, social and governance ('ESG') factors. The companies will either have strong or improving ESG characteristics. The Fund may borrow on a limited basis (up to a maximum of 10% of the value of the Fund). Leverage is not part of the investment strategy of the Fund. The Fund's base currency is USD but its investments may be priced in other currencies. Derivatives may be used to convert the value of those investments into USD. The Benchmark, for performance comparison purposes only, is the Russell 2500 Index. You may buy or sell Shares in the Fund each Business Day (except bank holidays in the UK and Ireland). This Share Class is accumulating. Your portion of any income received will be reinvested. This will be reflected in the value of your Shares.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No