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WHEB Asset Management

FP WHEB Sustainability Fund

Key facts

WHEB seeks to generate superior returns from global equities by investing in companies providing solutions to some of the most serious environmental and social challenges facing mankind over the coming decades.
The aim of the Fund is to achieve capital growth over the medium to longer term.


Minimum Initial Investment A & C share classes £3,000
Minimum subsequent Investment A & C share classes £500
Minimum Regular Savings Plan all share classes £100
Maximum investment no maximum
Fund size £247m as at 31st October 2018

Information about the fund

 Investment product details, Risks

Information about the business

 What it does, latest social and financial performance

Latest annual report

The latest annual report for 2017 gives you a full picture of the performance of the FP WHEB Sustainability Fund.

Latest quarterly report

Latest monthly factsheet

Impact Report

IMPORTANT INFORMATION FOR PROSPECTIVE INVESTORS

If you are in any doubt about the information on this website, the content of the accompanying annual report or the action you should take, you should immediately consult a person authorised for the purposes of the Financial Services and Markets Act 2000, who specialises in advising on investment in shares and other securities.

Prospective investors should be aware that the value of the shares, which will not be quoted, can fluctuate. In addition, there is no certainty that investors will get back the full amount they invest.

Invest in the FP WHEB Sustainability Fund

To invest in the FP WHEB Sustainability Fund, go to the WHEB Asset Management website

Go to site

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