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WHEB Asset Management

WHEB is a specialist investor focused on the opportunities created by the global transition to more sustainable, resource efficient and energy efficient economies. 

WHEB Asset Management is a Certified B Corporation.

What they do

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. Read more

Financial performance

Since the fund relaunch on 30th April 2012 the FP WHEB Sustainability Fund C share class has delivered a cumulative performance of 104.3% as at 31st March 2020 (source: WHEB Quarterly Review Q1 2020).


May 2019 - May 2020 Performance

11.74%

Social performance

The FP WHEB Sustainability Fund invests in global equities in those sectors identified as providing solutions to the challenges of sustainability.


  • Key social performance indicator

    50

    sustainable companies invested into.

Governance and people

Who benefits

WHEB Sustainability Fund - Who Benefits

The Fund aims to invest in 40-60 different companies across the world. The fund is focused on nine sustainable investment themes; five environmental: cleaner energy; environmental services; resource efficiency; sustainable transport; and water management, and four social themes: education; health; safety; and well-being.


Need help?

The Ethex team are here to help from 9am to 5pm

https://www.ethex.org.uk/savings--investments_16.html

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