
We run a single global mid-cap equity strategy investing in listed companies whose products and services provide solutions to key sustainability challenges - identified through our nine investment themes (Cleaner Energy, Education, Environmental Services, Health, Resource Efficiency, Safety, Sustainable Transport, Water Management and Well-being).
As active investors, we engage with our portfolio companies and the broader financial system to support and accelerate high standards in sustainable investing.
Retail and professional investors are able to invest in the WHEB strategy, via a number of vehicles.
WHEB manages approx £1.2bn in assets as of 30 September 2023.
All products and services have an impact.
Some products have a negative impact, harming or undermining the social and environmental systems on which life depends. For others, impact is positive, helping to support or even restore the health of our systems.
We believe that understanding impact is becoming a ‘third dimension’ of investment expertise, alongside established disciplines in assessing investment risk and return. Our team of sustainability experts have developed bespoke tools that are used to analyse companies as part of our investment process.
The number of companies in the WHEB strategy that are enabling and, therefore, benefitting from the opportunities created by the transition to a zero carbon and sustainable global economy.
The number of years we can trace the strategy's history back to
Only 15% of listed companies reach our positive impact threshold criteria to be included in WHEB’s universe as potential candidates for investment .
The impact calculator illustrates the underlying positive impact that companies in WHEB’s investment portfolio help create.
This positive impact is ultimately generated by the end users of the products and services; the owner of the electric vehicle or the homeowner who buys renewable power. Investors in WHEB’s strategy are aligned with these positive impacts by investing in the companies that manufacture these products.
Please enter the value of your investment in the FP WHEB Sustainability Fund in December 2022 here:



