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WHEB Asset Management

FP WHEB Sustainability Fund

Investment product details

The FP WHEB Sustainaiblity Fund 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. WHEB's corporate mission in support of this aim is to advance sustainability and create prosperity through positive impact investment.

Long-term social, demographic, environmental and resource challenges are reshaping the global economic landscape, creating new investment opportunities for companies providing solutions to these challenges, and growing risks for those sectors that deplete human and natural capital. Companies providing solutions to these challenges can be grouped into a number of social and environmental sustainability themes. All these sustainability themes are underpinned by long-term secular change and have structural growth characteristics in excess of the rest of the economy. In this way they provide a powerful source of investment value. 


Fund regulation

Falls under the Undertakings for Collective Investment in Transferable Securities (UCITS)

UCITS aims to simplify investment regulations across EU borders and increase investor protection.


Financial return

Cumulative Performance to Date since relaunch in 2012

 105.7% as at 31st March 2018


Minimum initial investment amount

 £3,000


Maximum investment amount

No maximum


Fees payable to purchase this product

None


Fund management charges

Class A shares (retail) - 1.68% ongoing charge

Class C shares (available through investment platforms such as Hargreaves Lansdown or via finacial advisers) - 1.03% ongoing charge


Getting your money back

You can sell your shares in the Fund at any time by either issuing an instruction to sell if you purchased the Fund through a platform or, if you bought the Fund directly through Fund Partners, by contacting them to request to sell your holdings in the Fund. Fund Partners carry out investors’ requests to buy, sell or switch at midday on each working day (which excludes UK public holidays). If a request is received after midday, it is dealt with on the next working day.


How secure is your money?

The price of shares in the FP WHEB Sustainability Fund may increase or decrease and you may not get back the amount originally invested, for reasons including adverse market and foreign exchange rate movements. Past performance is not a guide to future returns. The Fund invests in equities and is exposed to price fluctuations in the equity markets, and focuses on investments in mid-sized companies in certain sectors, so its performance may not correlate closely with the MSCI World Index (the Fund’s benchmark). For full risks, please see the Fund prospectus at www.whebgroup.com.

This investment is not covered by any government compensation scheme.


Keeping track of your investment

WHEB publishes a range of monthly, quarterly and annual reports which include updates on the Fund's performance, these are available from the WHEB website.


Voting rights

Investment in the FP WHEB Sustainability Fund does not give you voting rights. However, WHEB does provide extensive disclosure on how they have exercised voting rights on your behalf. Its voting records can be viewed here.


Eligibility

 This product is available to anyone.

Invest in the FP WHEB Sustainability Fund

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

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