Federated Hermes wins 2026 LSEG Lipper Fund Awards for category-leading risk‑adjusted performance
FederatedFederated(US:FHI) Prnewswire·2026-03-12 12:15

Core Insights - Federated Hermes has been recognized for its strong risk-adjusted performance, winning multiple LSEG Lipper Fund Awards in 2026 for its investment strategies [1] - The company reported record assets under management of $902.6 billion as of December 31, 2025, reflecting the effectiveness of its investment portfolios [1] Performance Recognition - Four strategies from Federated Hermes received accolades for consistent performance across various time periods, including the MDT quantitative strategies and Multi-Asset Group [1] - The Federated MDT Mid Cap Growth Fund outperformed 99.5% of share classes and 98.6% of portfolios over a 10-year period [1] - The Federated Hermes Capital Income Fund outperformed 99.6% of share classes and 98.7% of portfolios in the Mixed-Asset Target Allocation Conservative category over three years [1] Investment Strategies - The MDT investment team employs a disciplined, bottom-up quantitative investment process to minimize human bias in stock selection [1] - The Federated Hermes Multi-Asset Group has been recognized for balancing income opportunities and risk through active management, with a focus on diverse asset classes [1] - The Corporate Bond Strategy Portfolio aims for total return by investing in a diversified portfolio of investment-grade corporate fixed-income securities [1] Fund Performance Metrics - The Federated Hermes MDT All Cap Core Fund outperformed 99.7% of share classes and 99.2% of portfolios in the Multi-Cap Core category over 10 years [2] - The Corporate Bond Strategy Portfolio outperformed 99.4% of share classes and 97.8% of portfolios in the Corporate Debt Funds BBB-Rated category for 10 years [2]

Federated Hermes wins 2026 LSEG Lipper Fund Awards for category-leading risk‑adjusted performance - Reportify