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WHEB Asset Management launches WHEB Environmental Impact Fund seeded by Rothschild & Co

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  • WHEB Asset Management has launched the WHEB Environmental Impact Fund with a seed investment from Rothschild & Co, Wealth Management, UK.
  • The WHEB Environmental Impact Fund is a targeted version of WHEB’s global equity strategy, focused solely on its five environmental themes.

WHEB Asset Management has launched the WHEB Environmental Impact Fund with a seed investment from Rothschild & Co’s UK Wealth Management business, which will include the fund in specific private client discretionary portfolios. The WHEB Environmental Impact Fund is a targeted version of WHEB’s global equity strategy, focused solely on its five environmental themes.

The WHEB Environmental Impact Fund is an ICAV UCITS fund, registered for sale in the UK with registration in other countries to follow.

The fund is aimed at investors who are looking for high conviction positive environmental impact mandates with a concentrated number of stocks.

WHEB’s five environmental investment themes are Resource Efficiency, Clean Energy, Water Management, Sustainable Transport and Environmental Services. These themes constitute nearly 60% of WHEB’s main investment strategy, with the remainder of the Sustainable Impact strategy invested in social themes. At launch the new WHEB Environmental Impact Fund holds 25 stocks with high conviction.

WHEB’s Managing Partner, George Latham, said:

“Over recent years we have seen an increasing focus amongst asset owners on investing in line with a 1.5-degree target for limiting global warming, alongside commitments to build net zero carbon portfolios. WHEB’s existing investment strategy allows investors to focus on investments which enable and therefore benefit from the shift to a more sustainable economy. This new Environmental Impact Fund facilitates a more targeted focus on environmental and zero carbon solutions. We are delighted that Rothchild & Co has chosen to partner with WHEB for this new fund launch. We look forward to continuing to work with their Wealth Management team to further enable clients to invest their wealth for a positive environmental impact.”

Co-Head of Investments at Rothschild & Co Wealth Management UK, Michel van der Spek, said:

“Climate change is probably the most significant challenge facing humanity today. At the same time, fighting climate change by decarbonising our world presents one of the biggest investment opportunities of our lifetime. While we have a great deal of investment expertise in-house to carefully research individual companies and funds, we do not have a monopoly on talent, so we also work collaboratively with external managers, particularly where they bring specialist knowledge to our private client portfolios.

With WHEB, we are investing in a more concentrated and focused version of their existing strategy which perfectly aligns with our environmentally focused investment strategy. We are excited to be working with their experienced team and creating what we think will be a mutually beneficial long-term partnership.”

WHEB Asset Management

WHEB Asset Management is a specialist boutique focused entirely on sustainable and positive impact investing. Its mission is “To advance sustainability and create prosperity through positive impact investments”. The global economy is shifting to a lower carbon and more sustainable basis. WHEB’s investment strategy is to invest in businesses that enable – and benefit from – this shift. WHEB is owned and managed by some of the most experienced practitioners of sustainable investment in the sector. As a Certified B Corporation, WHEB is committed to positively impact all stakeholders.

Rothschild & Co

Rothschild & Co is family-controlled and independent and has been at the centre of the world’s financial markets for over 200 years. Its ambition across the group is to support and drive the sustainability transition of the global economy. The firm’s Wealth Management investment philosophy is built on preserving and growing wealth in real terms, through a discretionary approach, over a long-term investment horizon, managing market downturns diligently and seeing sustainability as a fundamental investment issue. It invests in high quality companies with resilient business models and sustainable business practices whilst also working with a carefully selected group of funds managers to achieve its investment objectives.

Contact:

Libby Stanley, Marketing Manager, WHEB Asset Management – libby.stanley@whebgroup.com

Emma Rees, PR, Rothschild & Co – emma.rees@rothschildandco.com

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