Hermes US Smid Equity F GBP Acc (FUND:B8JBCY7) - Fund price


Fund Report

Hermes US Smid Equity Fund Class F GBP Accumulating

Management
Name of CompanyHermes Fund Managers Ireland Ltd
Fund CompanyHermes Fund Managers
Phone-
Website-
AddressThe Wilde,
53 Merrion Square,
Dublin 2
Ireland
Fund
DomicileIreland
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date08/11/2012

Fund Advisor(s)

Hermes Investment Management Ltd
Managers
Fund ManagerMark Sherlock
Manager Start Date26/09/2012
BiographyMark has been with Hermes Small & Mid Cap since February 2009 as the Co-Manager of the US SMID strategy. He joined Hermes in 2005, initially spending four years working on the UK Focus Fund as an analyst and fund manager. Prior to this, he was an investment analyst at Rio Tinto Pension Fund where he had responsibility for the small and mid-cap portion of the portfolio. Mark qualified as a Chartered Accountant with PriceWaterhouseCoopers in 2002. He has a degree in Politics from Durham University and is a CFA Charterholder.
Fund ManagerMichael Russell
Manager Start Date31/03/2014
BiographyMichael joined Hermes in March 2014 as the co-manager of the US SMID Cap strategy and became the lead manager of the US All Cap strategy in May 2015. Michael was most recently senior portfolio manager of the Global Developed Markets Equity funds at Normura Asset Management, where he worked for eight years. During this time he also acted as portfolio manager of the firm’s US equity funds for five years from 2005. Earlier in his career Michael held senior roles managing US equity funds at Merrill Lynch Investment Managers and Mercury Asset Management. He is a CFA charterholder and has an MA in Economics from Cambridge University.
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2019 Morningstar. All rights reserved.