Investment Strategy

WHEB Asset Management is a specialist fund management business.  We are owned and run by some of the most experienced practitioners of sustainable investment.  We manage a single long-only global equities strategy, accessed through the FP WHEB Sustainability Fund (OEIC) and the WHEB Sustainable Impact Fund (ICAV).

A strategy offering long-term sustainable growth

Long-term demographic, environmental and resource challenges are reshaping the global economy.  While these challenges pose threats in many areas, they also create significant opportunities.  These opportunities form the focus of our thematic investment approach.

Managed by a leading specialist team

WHEB’s listed equities team enjoys a rare combination of skills and experience.  Its senior members have managed successful sustainable investment strategies for over two decades at firms including Henderson and Columbia Threadneedle. The team is formed partly from the former leading sustainability team at Henderson Global Investors. These team members have been running this specialist long-only global equity strategy for over 13 years.

We are highly rated by independent bodies and leading investment consultants.

Independent, client-driven approach

We are independent and owner managed.

We invest our own money in our fund alongside our investors, and have structured our business to align our interests closely with those of our investors.

We subject our investment process to rigorous and independent oversight. This ensures that we are consistent and robust in everything that we do.

We want to foster a culture of openness and transparency with our investors. We are one of only three firms in the UK to have committed to the: EuroSIF Transparency Code