Hermes European Alpha Equity Fund Class F GBP Accumulating

Hermes European Alpha Equity Fund Class F GBP Accumulating
Hermes Fund Managers Ireland Ltd
Open Ended Investment Company
Europe Including UK
0.85 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
The investment objective of the fund is to achieve long-term capital appreciation by investing primarily in a diversified portfolio of equity securities and equity related securities with a European bias (including Russia and turkey) quoted or traded on regulated markets. The Investment Manager will seek to invest in companies with accelerating levels of income and cash flow that can demonstrate sustainable growth over the long term. Independent research is undertaken in order to identify companies and industries undergoing fundamental change that are not recognised by other investors in the market. The key criteria used in company and industry level analysis are franchise value, balance sheet strength, valuation levels and forces for change.
Holding %
adidas AG 5.12 %
Lonza Group Ltd 4.81 %
Worldpay Inc Class A 4.69 %
Deutsche Boerse AG 4.53 %
Amadeus IT Group SA A 4.34 %
Wirecard AG 4.32 %
Novo Nordisk A/S B 3.94 %
Nokia Oyj 3.59 %
Wolters Kluwer NV 3.49 %
Siemens Gamesa Renewable Energy SA 3.41 %
Region %
Eurozone 56.76 %
Europe - ex Euro 21.75 %
United Kingdom 10.17 %
United States 8.09 %
Sector %
Healthcare 23.50 %
Consumer Cyclical 17.81 %
Financial Services 17.29 %
Industrials 16.92 %
Technology 15.62 %
Hermes Fund Managers Ireland Ltd
Legal Structure
Open Ended Investment Company


Martin Todd
Joined 01/31/2014
James Rutherford
Joined 01/15/2010

James Rutherford is the Chief Investment Officer and lead portfolio manager for the Hermes Sourcecap European Alpha strategy. James has 20 years of experience in the investment industry. He graduated from London School Economics in 1988 and immediately joined Fidelity as a Pan-European research analyst. James initially specialized in areas such as property, transportation, autos and media. Over the last 11 years, James came to manage US$19 billion portfolio of pan-European institutional funds. James remained at Fidelity until joining Sourcecap.

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