Elizabeth White

Federated Hermes, a global leader in active investment, today announced the launch of the Federated Hermes Global Equity Fund, a new Australian Unit Trust fund that seeks to deliver consistent, long-term returns by investing in global equity securities with fundamental and ESG considerations integrated into the investment approach. The Fund is now registered for sale to wholesale investors in Australia and those advised by their Financial Advisers.

The Federated Hermes Global Equity Fund is the firm’s second fund to be launched for Australia’s wholesale investors, further expanding Federated Hermes’ presence in the local wealth management market. This follows the successful launch of the Global Trade Finance Fund in February. In Australia, Federated Hermes has established itself as a leading provider of active investment strategies to institutional investors and as a trusted stewardship adviser to many of the country’s top ten superannuation funds through Federated Hermes’ dedicated stewardship arm EOS, which advises on US$2.3 trillion^[1] (AU$3.38 trillion)^[2] in assets globally.

The Fund benchmarks against the MSCI World ex Australia Index and holds a diversified portfolio of 250-500 stocks identified through a systematic, data driven process combined with disciplined fundamental oversight by an experienced team of investors. The team’s approach includes a proprietary ESG framework containing engagement insights from EOS, while portfolio construction is aided by the investment team’s proprietary multi factor risk model, MultiFRAME that helps the team dynamically manage and control portfolio risk. This approach enables a multi-dimensional assessment of each company, covering financial strength, competitive advantage, leadership quality, and ESG factors, alongside market sentiment and valuation resulting in a diversified, balanced portfolio.

Federated Hermes Global Equities has invested in the global developed markets since the inception of the Global Equity Strategy in 2007, with assets under management of US$5.8 billion^[3] (AU$8.5 billion)^[2] . The Fund is managed by a stable team of highly experienced portfolio managers, led by Geir Lode, Head of Global Equities, as Lead Portfolio Manager, with Lewis Grant (Senior Portfolio Manager), Louise Dudley (Portfolio Manager) and Andrew Hurley (Portfolio Manager) serving as Co‑Portfolio Managers.

Geir Lode, head of global equities at Federated Hermes Limited, said, “Macro driven volatility continues to create meaningful dispersion across markets. Our disciplined, risk aware approach aims to identify resilient businesses that look attractive across multiple dimensions and avoid material weaknesses, while controlling risk and maintaining balanced exposures to help navigate the ever-changing market conditions and seek to deliver attractive long-term returns.”

Liz White, associate director of business development, Australia, at Federated Hermes Limited, added, “Today’s announcement demonstrates our commitment to serving the local wholesale market by meeting investors’ needs. By bringing a global equity strategy to Australian wholesale investors, offering diversified global exposure and investing in companies selected for their fundamental characteristics, we provide an option for those seeking to broaden their portfolios beyond the domestic market.”

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Notes:
[1] As of March 31, 2026.
[2] Figures were announced in USD and converted to AUD for illustrative purposes only. 1 USD = 1.47 AUD based on the Reserve Bank of Australia (RBA) exchange rate on March 31 2026.
[3] As of March 31, 2026, including pooled and segregated mandates

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