Winners Rationale

“The Federated Hermes MDT US Equity Fund demonstrates the versatility and resilience of a truly all-season strategy. Launched in June 2025, the fund brings the 5-star Morningstar-rated MDT All Cap Core strategy to a UCITS format, providing investors with a flexible US equity solution built to navigate different market conditions,” said Audrey Raj, editor of Asian Private Banker.

“The fund uses a quantitative, bottom-up process across all market caps and styles, sourcing stocks from the Russell 3000 Index. This wide-ranging approach allows the team to uncover multiple drivers of alpha while avoiding overreliance on any single stock or sector. Trades are monitored daily, and built-in risk controls help manage portfolio exposures and maintain balance across sectors.

“Blending opportunities across investment styles allows the fund to benefit from both near-term cycles and enduring trends, supporting more consistent, risk-managed performance. The fund’s portfolio is diversified across key sectors of the US market, including communication services, consumer discretionary, consumer staples, energy, financials, and healthcare.

“With its innovative framework, diversified alpha sources and disciplined execution, the MDT US Equity Fund shows a thoughtful approach to portfolio construction for a newly launched fund. Congratulations to the team on winning the Best New Fund – Equity award.”