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WHEB Asset Management

Financial Performance

31st March 2020

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).

The FP WHEB Sustainability Fund was originally launched on 8th June 2009. There was an effective re-launch as at 30th April 2012 after the portfolio was transitioned to a new investment process by a new investment team.

Fund size

As of 31st May 2020 the size of the FP WHEB Sustanability Fund was £431m and the number of companies in the Fund was 50.

Investment approach

WHEB Asset Management is a specialist fund management business owned and managed by some of the most experienced practitioners of sustainable investment in the sector. The business is focussed on a single investment strategy. It 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 investments”.

The investment methodology integrates detailed environmental, social and governance analysis which enhances the Fund's ability to uncover risks and opportunities. WHEB's in-house analysis is complemented by the insights it gains through its programme of active engagement with companies which sheds further light on corporate and management quality.

Based on this analysis, WHEB constructs a portfolio of global growth companies that both enable and benefit from the transition to a more sustainable economy.

FP WHEB Sustainability Fund Performance

Performance figures for the FP WHEB Sustainability Fund are calculated mid to mid. Index data are provided by MSCI Barra via Bloomberg, calculated using GBP. The MSCI World Index is quoted at month end with net dividends reinvested and without the deduction of any expenses (in contrast to the portfolio). The MSCI World Index is unmanaged and cannot be invested in directly.

Source: FP WHEB Sustainability Fund Factsheet 31st May 2020

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