We seek to deliver superior, sustainable, risk adjusted returns for our clients. Our purpose is supported by the ownership structure with a embedded client alignment in our culture, combined with a robust operating platform.
On behalf of our clients, we manage £26.9 billion* and advise on over £103 billion* through our ESG and stewardship services..
Our specialist investment solutions include:
Equities: Asia, Emerging Markets, Europe, Global and Small & Mid Cap.
Fixed Income: Global and UK Government Bonds, Global and UK Inflation-Linked Bonds and High Yield Credit.
Real Estate: Segregated and unitised investment strategies including Real Estate Debt.
Alternatives: Commodities, Hedge Fund Solutions, Infrastructure and Private Equity.
Responsible Investment Advisory Services: Corporate Engagement, Intelligent Voting, Public Policy Engagement and UNPRI compliance.Oversight to the investment teams is provided by the Hermes Investment Office, continuously monitoring investment risk across all portfolios. Totally independent of the boutiques, it exists to ensure our teams are performing in the best interests of clients.
* Please note the total AuM figure includes £3.5bn of assets managed or under an advisory agreement by Hermes GPE LLP (“HGPE”), a joint venture between Hermes Fund Managers (“HFM”) and GPE Limited. HGPE is an independent entity and not part of the Hermes group. £0.5bn of total group AuM figure represents HFM mandates under advice.Source: Hermes as at 31 March 2014
Hermes Fund Managers Limited: Registered in England & Wales No 01661776. Registered office – Lloyds Chambers, 1 Portsoken Street, London, E1 8HZ
The information contained on this website is for Professional Investors only.
Past performance is not a reliable indicator of future results and targets are not guaranteed.
Any statements of opinion constitute only current opinions which are subject to change and which we do not undertake to update. HFML is an independent asset manager. Each affiliated investment adviser, regardless of its form of organization, is either a subsidiary of, or otherwise affiliated with, HFML. The affiliated advisers under the HFML umbrella include: Hermes Investment Management Limited ("HIML"), Hermes BPK Limited ("HBPK"), Hermes Sourcecap Limited ("HSL"), Hermes Alternative Investment Management Limited ("HAIML"), Hermes Fund Managers (Australia) Pty Limited ("HFMA"), Hermes GPE (Singapore) Pte. Limited ("Hermes GPE Singapore"), Hermes GPE (USA) Inc ("Hermes GPE USA"), and Hermes Fund Managers (Singapore) Pte. Limited ("HFM Singapore"). All of the above named affiliates are separately authorized and regulated by the United Kingdom's Financial Conduct Authority except for HFMA, Hermes GPE Singapore, Hermes GPE USA and HFM Singapore. HIML, HBPK, HSL, and Hermes GPE USA are all registered investment advisers with the United States Securities and Exchange Commission ("SEC"). HFMA is registered with the Australian Securities and Investments Commission ("ASIC"). Hermes GPE Singapore and HFM Singapore are both regulated by the Monetary Authority of Singapore. HIML is not registered in Canada as a dealer, adviser or investment fund manager under applicable Canadian securities laws. Except for the provinces of Alberta, British Colombia, Ontario, Quebec and Nova Scotia, HIML does not engage in the business of, and none of its activities should be construed as holding itself out as engaging in the business of, advising anyone in any Canadian jurisdiction with respect to investing in, buying or selling securities. In the provinces of Alberta, British Colombia, Ontario, Quebec and Nova Scotia, HIML relies on the international adviser registration exemption pursuant to section 8.26 of National Instrument 31-103- Registration Requirements, Exemptions and Ongoing Registrant Obligations. Prior to carrying on any investment advisory or portfolio management services for a client located in a Canadian jurisdiction other than Alberta, British Colombia, Ontario, Quebec or Nova Scotia, HIML will first need to take certain steps to either obtain the appropriate registration or rely on an available exemption from registration.
HFMNA is affiliated, and has business relationships, with HSL, HBPK and HIML, all UK entities registered with the SEC and authorized and regulated by the Financial Conduct Authority, through cash solicitation arrangements with all three entities under which it receives compensation for referring prospects to HSL, HBPK and HIML for the boutiques' advisory services.
Some of the information provided in this piece was obtained from a third party. It has not been reviewed by HFML for accuracy.
The information contained in this website does not constitute an offer of, or an invitation to apply for securities in any jurisdiction where such an offer or invitation is unlawful, or in which the person making such an offer is not qualified to do so. Past performance is no indication of future results.
The Hermes mark is registered in the US Patent & Trade Mark Office.