WHEB Asset Management (“WAM”) has ceased to provide investment services to Menhaden Capital PLC (“Menhaden”). As noted in the most recent Menhaden factsheet, Menhaden Capital Management has decided to move management of their public equities portfolio in-house.
From the launch of Menhaden at the start of August 2015, we provided a conviction-driven portfolio chosen from within WAM’s environmental themes. We are proud of the contribution we have made on behalf of shareholders of Menhaden, and wish them every success in the future.
For our flagship strategy, the FP WHEB Sustainability Fund, WAM has built a portfolio focused on companies that offer solutions to sustainability challenges. Since 31 July 2015, the FP WHEB Sustainability Fund has delivered a total return of 23.6%*.
* Source Bloomberg; data relates to the FP WHEB Sustainability Fund C Share Class for the period 31st July 2015 to 19th October 2016.
This communication has been issued and approved as a financial promotion for the purpose of Section 21 of the Financial Services and Markets Act 2000 by WHEB Asset Management LLP, which is authorised and regulated by the Financial Conduct Authority (“FCA”) (FRN: 496413). This communication is indicative in nature and has been prepared for information purposes only. The information is not intended for persons who are retail clients within the meaning of the rules of the FCA. Information contained herein and the data underlying it have been obtained from sources believed by us to be reliable, but no assurance can be given that the information, data or any computations based thereon are accurate, complete or that it will not be subject to future change. Past performance is not indicative of future returns. Investors should consult their own financial, legal, accounting, and tax advisors about the risks associated with these investments. Your capital is at risk and you may lose all the money you invest.