Federated Hermes Impact Opportunities Equity 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 | 04.01.2024 |
| Benchmark | MSCI ACWI IMI |
| Tranche | - |
Risk Indicator (PRIIP)
6 of 7
Licensed in
D,
A,
CH,
LU
Classification by SFDR
Article 8
EU Taxonomy
-
% of Sustainable Investments according to SFDR
-
Principal Adverse Impacts
Greenhouse Gas Emissions
Water
Waste
Biodiversity
Energy Efficiency and Fossil Fuels
Social and Employee Matters
Sustainable Development Goals
No Poverty
Zero Hunger
Good Health and Well-being
Quality Education
Gender Equality
Clean Water and Sanitation
Affordable and Clean Energy
Decent Work and Economic Growth
Industry, Innovation and Infrastructure
Reduced Inequality
Sustainable Cities and Communities
Responsible Consumption and Production
Climate Action
Life Below Water
Life on Land
Peace and Justice Strong Institutions
Partnerships to achieve the Goal
Normal allocation
| Equities | |
|---|---|
| Bonds | Excluded |
| Money market/Bank deposits | Excluded |
| Commodities | Excluded |
| Direct investments | Excluded |
| Derivatives | Excluded |
| Other | - 0 % |
Sustainability approach
| Principal Adverse Impacts |
Greenhouse Gas Emissions
Water
Waste
Biodiversity
Energy Efficiency and Fossil Fuels
Social and Employee Matters
|
|---|---|
| Further remarks on the consideration of SDGs | - |
| Rationale behind classification according to SFDR | Article 8 |
| Engagement | Yes, organized internally Link to engagement policy |
| Voting | Yes, organized internally Link to voting policy |
| Best-in/of-Class | No N/A |
| ESG-Integration | Yes The Investment Manager’s approach to ESG integration in its investment analysis draws upon both internal and external sources. The Investment Manager may invest in companies with poor ESG ratings where the company has shown to have good governance and meet the impact and sustainability characteristics outlined above. The ESG scores are also used to identify where active engagement with companies by the Investment Manager and EOS would be useful, with the aim of reducing underperformance from poor ESG behaviours while also encouraging companies to act responsibly and improve their sustainability characteristics. 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
Portfolio holdings are aligned with nine impact themes that are linked to the underlying targets of the UN SDGs. The nine impact themes are as follows:
• Water
• Food Security
• Health & Wellbeing
• Education
• Financial Inclusion
• Future Mobility
• Energy Transition
• Circular Economy
• Impact Enablers
|
| Impact Investing |
Environmental
Social
Governance
|
| Further information on the sustainability approach | - |
Research and Transparency
| In-house sustainability analysis | Yes, 4 |
|---|---|
| Research partners | Yes Sustainalytics, MSCI, Trucost, ISS, CDP, Bloomberg, FactSet & Net Purpose |
| Percentage of portfolio with sustainability analysis | 100 % |
| Strategically important suppliers included | No |
| Sustainability advisory committee | No |
| Analysis of portfolio CO2 | Yes, backward-looking indicator CO2 footprint is found on our factsheets and also on our annual report- which can be found here; https://www.hermes-investment.com/uk/en/intermediary/products/ |
| Sustainability reporting | Yes https://www.hermes-investment.com/uk/en/intermediary/insights/impact/impact-opportunities-equity-q1-2023/ |
| At least monthly portfolio publication | Yes Link to monthly portfolio publication |
| Certification/Label awarded by independent auditors |
Austrian Ecolabel
Nordic Swan Ecolabel
Other
Febelfin, SWESIF
|
| Contact for inquiries | - |
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 5 % Turnover threshold |
| 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 5 % 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) | Yes |
|---|---|
| Exploitative child labour | Yes |
| Violation of human rights | Yes |
| 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 | No |
|---|---|
| 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
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