The Fund will seek to achieve its investment objective by primarily investing in equity and / or equity related securities of, or relating to, companies domiciled in the US or which derive a large proportion of their income from US activities. These companies will be listed and / or traded in the US or Canada. These equity and / or equity related securities may include small, medium and / or large cap equities, common and / or preferred stock and / or Depository Receipts. The Fund may (but is under no obligation to) select its Investments from the Russell 3000 Index (which measures the performance of the 3,000 largest companies in the US equity market). In pursuance of its investment objective, the Fund may also acquire units/shares of listed closed-ended REITs and / or collective investment schemes which can deliver exposure to companies domiciled in the US or which derive a large proportion of their income from US activities.
El fondo Hermes US All Cap Equity Fund, con ISIN, IE00BVVB6662 de la gestora Hermes Investment Management Ltd se sitúa en la posición 16 entre los 28 fondos de la categoría RV USA Cap. Flexible a 12 meses. Su rentabilidad a este plazo es del 5,60% con una volatilidad del 11,08%. El patrimonio del fondo asciende a 16.434.888 USD a fecha de 25 de November de 2017.