Federated Hermes Impact Opportunities Fund
IE00BD3FNT29, IE00BD3FNV41, IE00BD3FNW57, IE00BD3FNX64, IE00BD3FNZ88, IE00BD3FNY71, IE00BG0J9X47, IE00BG5KRB60, IE00BK1KDH66, IE00BG5KR946, IE00BK1KDG59, IE00BK1KDF43, IE00BDTYLF50, IE00BFZNVY90, IE00BN78BX74, IE00BN78BY81, IE00BMWB8T94, IE00BM9TK458, IE00BKY7ZB22
| Issuer | Federated Hermes |
|---|---|
| Fund provider | Federated Hermes |
| Fund type/Asset class | Equity fund |
| Legal form | UCITS |
| Fund issue date | 21/12/2017 |
| Last Update | 02.01.2023 |
| Benchmark | MSCI ACWI IMI |
| Tranche | - |
Risk Indicator (PRIIP)
6 of 7
Licensed in
D,
A,
CH,
LU
Classification by SFDR
-
EU Taxonomy
-
% of Sustainable Investments according to SFDR
-
Principal Adverse Impacts
No explicit details regarding the principal adverse impacts.
Sustainable Development Goals
No explicit details regarding the Sustainable Development Goals
Normal allocation
| Equities | 100 % |
|---|---|
| Bonds | Excluded |
| Money market/Bank deposits | Excluded |
| Commodities | Excluded |
| Direct investments | Excluded |
| Derivatives | Excluded |
| Other | - |
Sustainability approach
| Principal Adverse Impacts |
-
|
|---|---|
| Further remarks on the consideration of SDGs | - |
| Rationale behind classification according to SFDR | - |
| Engagement | Yes, organized internally Link to engagement policy |
| Voting | Yes, organized internally Link to voting policy |
| Best-in/of-Class | No |
| ESG-Integration | Yes The Investment Manager will seek to identify and invest in companies which stand to benefit from their investment in the development of solutions to societal challenges such as water shortages, environmental degradation, waste management, the search for sustainable energy sources, healthcare needs, aging populations, demographic change and the achievement of financial inclusion and global equality. The analysis of companies is based on a large number of proven fundamental factors relevant to the individual target company (such as company growth potential, cash generation, and financial discipline) as well as on impact and sustainability characteristics. In the latter case, the Investment Manager will have regard to such factors as impact opportunity (the opportunity for creating positive change, and the potential extent of that change). For example, a company which invests in an innovative new solution to such issues as water shortages or waste management will have a significant “first mover” advantage and consequential potential for significant returns if it successfully develops and markets such solution(s). The Investment Manager will also have regard to financial sustainability, and long-term value creation when evaluating companies for investment. The percentage of companies in the fund that are analysed for sustainability characteristics will always be between 90%-100%. |
| Norm-based screening |
UN Global Compact
|
| Themes |
Climate change
Agriculture and forestry
Social projects
Renewable Energies
Biodiversity
Water
SDGs
Education
Our investments are currently aligned with nine impact themes that are linked with the 169 targets underlying the 17 SDGs, from resource efficiency, financial inclusion and education to impact-enabling innovations. Our impact themes are the result of careful, continuous research into the global sustainability challenges we face and the unmet needs these create. We believe that these unmet needs provide tremendous growth opportunities for companies able to provide disruptive solutions through innovative and cost-effective products and services.
|
| Impact Investing |
Environmental
Social
Governance
The Fund
|
| Further information on the sustainability approach | - |
Research and Transparency
| In-house sustainability analysis | Yes, 4 |
|---|---|
| Research partners | Yes Sustainalytics, Trucost |
| Percentage of portfolio with sustainability analysis | 100 % |
| Strategically important suppliers included | No |
| Sustainability advisory committee | No |
| Analysis of portfolio CO2 | Yes, backward-looking indicator https://sustainability.hermes-investment.com/uk/en/intermediary/insights/impact-report-q1-2020/ |
| Sustainability reporting | Yes https://sustainability.hermes-investment.com/uk/en/intermediary/insights/impact-report-q1-2020/ |
| At least monthly portfolio publication | No |
| Certification/Label awarded by independent auditors |
FNG Label ★★
|
Environmental
Exclusion of sectors / areas of business – companies
| Fossil fuels (Coal, Oil and Gas) | Yes 5 % Turnover threshold |
|---|---|
| Nuclear power (operation and components) | Yes 5 % Turnover threshold |
| Green genetic engineering | No |
| Chlorine and agrochemicals (biocides) | No |
| Other | Electricity utility companies with a carbon intensity that are not aligned with a below 2 degrees scenario |
Exclusion of business practices – companies
| Environmentally damaging behaviour | Yes |
|---|---|
| Damage to biodiversity | Yes |
| Other | - |
Exclusion criteria – countries
| Non-ratification of the Paris Climate Agreement | No |
|---|---|
| Non-ratification of the Protocol on Biosafety | No |
| Non-ratification of the UN Biodiversity Convention | No |
| Nuclear power by proportion of gross energy production | No |
| Other | - |
Social
Exclusion of sectors / areas of business – companies
| Weapons/Armaments | Yes 5 % Turnover threshold |
|---|---|
| Cluster bombs and anti-personnel mines | Yes |
| Weapons of mass destruction (ABC/CBRN) | Yes |
| Tobacco products | Yes 10 % Turnover threshold |
| Pornography | Yes 2 % Turnover threshold |
| Spirits/Alcohol | Yes 2 % Turnover threshold |
| Gambling | Yes 2 % Turnover threshold |
| Other | - |
Exclusion of business practices – companies
| Labour rights (ILO core labour standards) | No |
|---|---|
| Exploitative child labour | No |
| Violation of human rights | No |
| Animal testing | No |
| Other | - |
Exclusion criteria – countries
| Labour rights | N/A |
|---|---|
| Violation of human rights | N/A |
| Military spending as a percentage of GDP | N/A |
| Death penalty, torture | N/A |
| Countries classified by Freedom House as not free | N/A |
| Violations of the Nuclear Non-Proliferation Treaty | N/A |
| Violations of other non-proliferation treaties | N/A |
| Other | - |
Governance
Exclusion of business practices – companies
| Corruption and bribery | Yes |
|---|---|
| Tax: planned avoidance & detected violations | No |
| Other | In addition, the Investment Manager excludes companies that are in contravention of the principles of the UN Global Compact. |
Exclusion criteria – countries
| Corruption | N/A |
|---|---|
| Other | - |
More on data availability
-
EU Taxonomy
It is possible that reported KPIs for taxonomy eligibility and alignment (being limited to corporate issuers / including only selected economic activities) are low or that KPIs cannot be reported due to limited data availability. Data may be available with a time lag. Data comparability may be limited due to differences in the scope of the economic activities considered. As soon as data is available in sufficient quantity and quality, it will be published in accordance with regulatory requirements.
Quelle: Unternehmensangaben. | Für die Angaben der Unternehmen kann keine Haftung übernommen werden. Die Angaben dienen nur zur Information und stellen keine Beratung oder Empfehlung dar. Bitte beachten Sie den Haftungsausschluss unter www.forum-ng.org/disclaimer. Das FNG-Nachhaltigkeitsprofil bietet nur einen ersten Überblick und ist kein Ersatz für eine eigenständige Analyse. Weiterführende Erläuterungen finden Sie unter www.forum-ng.org
FNG-Sustainability profiles disclaimer
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- Es wird ausdrücklich darauf hingewiesen, dass das Forum Nachhaltige Geldanlagen e.V. weder die Richtigkeit und Vollständigkeit noch die Plausibilität der in den FNG-Nachhaltigkeitsprofilen enthaltenen Angaben überprüft hat. Diese Angaben beruhen ausschließlich auf den von den jeweiligen Anbietern bereitgestellten Daten, auf die das Forum Nachhaltige Geldanlagen e.V. keinen Einfluss hat.
- Die Aktualität der eingegebenen Daten richtet sich nach dem im FNG-Nachhaltigkeitsprofil des jeweiligen Produkts angegebenen Aktualisierungsdatum, wiedergegeben ist also der Stand zu diesem Datum. Im Zweifel sind die bei der jeweiligen KVG hinterlegten Daten als aktuell zu betrachten. Das Forum Nachhaltige Geldanlagen e.V. hat darauf jedoch keinen Einfluss und kann daher keine Gewähr für eine jederzeitige Aktualität übernehmen, da die FNG-Nachhaltigkeits-Inhalte von den Anbietern selbst zu befüllen und ggf. zu aktualisieren sind.
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