Giles McKean, Investment Manager, at Charles Stanley talks about the FP WHEB Sustainability fund.  Highlighting it as “one of the few funds he identified that was investing in companies that were making a net positive contribution to humanity by tackling climate change issues, water scarcity, healthcare etc.”


How “The Attenborough Effect” is encouraging people to do something to help, whether by being more ‘green’ in their daily lives or by making sure their money supports companies doing their best to help and sustain, rather than harm, the planet. The FP WHEB Sustainability fund is highlighted as a fund with a “focused, ethical approach.”


Square Mile released their annual “Good Investment Review 2020.” This review is a collection of market statistics, commentary and information about some of the best responsible and sustainable funds and fund managers in the UK. WHEB is featured in this review and the FP WHEB Sustainability fund has been given a AAA rating (highest rating) by 3D!


To build the trust that the impact investing space needs to mature, clear guidance and structure around impact analysis and reporting is paramount. An inherent challenge facing the growth of the sector is the risk of ‘impact washing’, where traditional investments are merely relabelled as impact investments to benefit from positive attributes linked to this relatively new investment approach.


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.

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