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WHEB Asset Management

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 social and environmental impact with a strong long-term growth target.

The FP WHEB Sustainability Fund

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. As at 30th April 2018 the split of the Fund between the various themes was as follows*:

  • Resource Efficiency 26.87%
  • Environmental Services 9.48%
  • Sustainable Transport 10.28%
  • Water Management 5.57%
  • Cleaner Energy 7.25%
  • Safety 8.37%
  • Health 20.50%
  • Wellbeing 7.15%
  • Education 2.18%
  • Cash 2.35%

The Fund held 60 positions at the end of April 2018.

* WHEB Sustainability Fund Factsheet April 2018

How companies are selected

Sustainable growth

Every holding in the FP WHEB Sustainability Fund fits into one or more of its nine sustainability themes, with investment into companies that provide solutions to sustainability challenges. 

WHEB adds value through expert understanding of the sustainability themes, new technologies and business models as well as through individual stock selection based on superior insights into companies in its portfolio.

Focusing on companies that provide solutions to critical environmental and social pressures confronting society creates an investment universe with superior growth prospects.

Quality

Alongside the thematic structure of the Fund, the integration of environmental, social and governance (ESG) is a second distinguishing feature of the investment strategy. High quality companies are more likely to capture growth opportunities, and WHEB believes that a company’s environmental, social and governance (ESG) profile is an important and under-appreciated indicator of quality. Its research combines ESG with traditional financial analysis at every stage of a methodical process revealing important information about a company’s growth potential and risk profile. WHEB also believes that engaging with companies to challenge them on a range of ESG issues, and analysing their responses, further adds to its knowledge and understanding of a company.

Valuation

The final stage of WHEB's investment process is to determine whether a company is attractively valued, or what would represent an attractive entry point for a stock. WHEB uses a range of valuation techniques and metrics to judge what ‘attractively valued’ means. The Fund style is best described as quality, sustainable “growth at the right price” (GARP).
 

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