On recent trip to Australia, George Latham, Managing Partner, talked to Livewire about the Australian holding we have in the fund, CSL, and our qualifying criteria for impact investment stocks. Working with Pengana Capital, WHEB runs the Pengana WHEB Sustainable Impact Fund for the Australian market, a mirror of the FP WHEB Sustainability fund.


The FP WHEB Sustainability fund’s listing on Hargreaves Lansdown is mentioned an example of incorrect data for ESG and impact funds. Hargreaves lists WHEB’s fund as having 3.28% invested in oil and gas when in reality, the fund has no fossil-fuel investments.


Head of Research, Seb Beloe, talks to Good with Money about how WHEB’s investment strategy is avoiding carbon. He also calls on the industry and other fund managers to do much more to help avoid the climate emergency.

Separating traders from investors


On recent trip to Australia, George Latham, Managing Partner, talked to Livewire about our new Impact Report, long term investment horizons and the difference between investing and trading. Working with Pengana Capital, WHEB runs the Pengana WHEB Sustainable Impact Fund for the Australian market, a mirror of the FP WHEB Sustainability fund.


The government and The Pensions Regulator (TPR) have established a joint working group to develop guidance for pension schemes on reporting in-line with the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD). Seb Beloe, Head of Research at WHEB, welcomes the move but warns more needs to be done to encourage investment in low carbon activities to meet the net-zero target by 2050.

Investing in the 6th Industrial Revolution


On a recent trip to Australia, George Latham, Managing Partner, talked to Livewire about our new Impact Report and how to invest in the 6th industrial revolution. Working with Pengana Capital, WHEB runs the Pengana WHEB Sustainable Impact Fund for the Australian market, a mirror of the FP WHEB Sustainability fund.


The second of a two-part series in Responsible Investor profiling public equity impact investment funds. WHEB is featured and George Latham, Managing Partner, explains how impact funds have evolved. (Subscription required)


The first of a two-part series in Responsible Investor profiling public equity impact investment funds. WHEB is highlighted as one of the first listed equity impact funds and George Latham, Managing Partner, explains WHEB’s approach. (Subscription required)

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