As the proud winner of the inaugural “Outstanding Achievement in Sustainable & ESG Investing” award from Investment Week’s Fund Manager of the Year Awards 2020 we sat down to talk teams, how we construct portfolios, performance drivers and how our particular strategy may develop in the future.


Managing Partner George Latham features in Chartered Institute for Securities & Investment’s (CISI’s) June 2020 Review magazine. In their Special Report on “Progressing With Purpose – A Report on Why Purpose is Set to Take Centre Stage” CISI looks at what is purpose in the financial services sector. George explains how purpose is an essential part of the Impact Investors DNA.


Ted Franks, Fund Manager & Partner at WHEB, discusses resource efficiency-focused investments with Environmental Finance as customers and investors recognise their “enduring appeal” despite the economic shock caused by the coronavirus pandemic. Read more…

 


The coronavirus crisis will weed out companies that are unsustainable and cause global leaders to ramp up action on climate change; fund manager Ted Franks shares his views with The Sydney Morning Herald.

As a reminder, WHEB manages the Pengana WHEB Sustainable Impact Fund in Australia as a mirror of the UK strategy.

Why aren’t there more impact funds out there?


The FP WHEB Sustainability fund is mentioned in Money Observer as an example of an impact fund available to retail investors and highlights our impact calculator, which allows investors to better understand the positive impact their savings can have.

A fund for 2020; Eight wealth managers top picks


For those that believe the transition to a zero carbon more sustainable society is inevitable, the FP WHEB Sustainability fund has been included in Citywire Wealth Manager’s list of funds for 2020.

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