WHEB Asset Management

FP WHEB Sustainability Fund

WHEB is a positive impact investor focused on the opportunities created by the transition to a low carbon and sustainable global economy.

This content is sponsored by WHEB Asset Management. However, Ethex only features products in the ‘Wider Market’ section of our site whose mission we wholeheartedly believe in and support.

WHEB Fund

The FP WHEB Sustainability Fund is a multi-thematic, global listed equity fund, that invests exclusively in companies providing solutions to sustainability challenges having both a positive and social and environmental impact with a strong long-term growth target. The Fund focuses on the opportunities created by the transition to healthy, low carbon and sustainable economies. 

The Fund focuses on the opportunities created by the transition to healthy, low carbon and sustainable economies. The investment team selects high-quality companies from nine broad themes with strong growth characteristics to create a globally diversified portfolio. It develops long-term relationships with company managements to promote the best environmental, social and economic outcomes. 

87.5%

Return

Cumulative 5 yr performance 
As at 30th Nov 2020
Minimum investment
£3000
Max. amountTBC
£25TBC
Withdrawal noticeTBC
2 weeksTBC
Management feesTBC
NA TBC

Fund factsheet

The fund factsheet gives you further information about the performance of the fund in a PDF format.

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WHEB Asset Management are well known and respected for their experience, expertise and innovation in sustainable and impact investing. They are a certified B Corp with an investment philosophy that is built around sustainability, growth, quality and valuation, with a longer-term investment approach.

WHEB focus on nine sustainable investment themes with strong growth characteristics, derived from providing solutions to major social and environmental challenges.

WHEB have developed an interactive impact microsite with the purpose of helping intermediaries communicate the impact message to clients. Customers are also encouraged to navigate the site themselves and understand the impact their money is having on the world and also how it is contributing to achieving the UN’s Sustainable Development Goals, with an interactive tool that maps holdings to specific SDGs.

                                                                                                                           
WHEB focus on nine sustainable investment themes with strong growth characteristics, derived from providing solutions to major social and environmental challenges.

WHEB

WHEB Asset Management is a specialist boutique focused solely on sustainable and positive impact investing. We are owned and managed by some of the most experienced practitioners in sustainable investment. Our mission, "To advance sustainability and create prosperity through positive impact investments" is a statement of our intentions. We do this by integrating our sustainability principles into our ownership and governance structures as well as our investment process. Another example of how our company culture contributes to our success is that we are a Certified B Corporation. Achieving this certification demonstrates how we have been recognised for our systematic application of sustainability principles, across the business, with stakeholders and with clients.

WHEB is dedicated to impact investing and manages a single equity impact strategy. The FP WHEB Sustainability Fund, a global growth mid cap equity strategy, which only invests in companies that are solving sustainability challenges. The fund was one of the first listed equity impact funds with a track record of over 15 years. To learn more about WHEB please feel free to contact us directly at infor@whebgroup.com or visit our website at www.whebgroup.com.

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Investments offered on the Ethex platform are not readily realisable, which means that they may be difficult to sell and you may get back less than you originally invested. Investments are not covered by the Financial Services Compensation Scheme (FSCS) and returns are not guaranteed. If you are in any doubt, you should contact an Independent Financial Adviser.

Investments offered on the Ethex platform are not readily realisable, which means that they may be difficult to sell and you may get back less than you originally invested. Investments are not covered by the Financial Services Compensation Scheme (FSCS) and returns are not guaranteed. If you are in any doubt, you should contact an Independent Financial Adviser.