Fondscenter
Impact
FP WHEB Sustainability Impact
ISIN
Domicile
United Kingdom
StructureUCITS
Überblick
Anlageziel
The FP WHEB Sustainability Impact Fund seeks capital growth over the long term by investing globally in companies providing solutions to critical social and environmental challenges.
Anlageansatz
The global economy is in the early stages of a transition to a zero-carbon, nature-positive and more sustainable system. Technologies and business models that stabilise the climate and support biodiversity are becoming more prevalent, while demand grows for better healthcare and healthier lifestyles to support ageing populations.
The FP WHEB Sustainability Impact Fund invests in these industries of the future, targeting high-quality, innovative businesses able to convert this demand into profits and attractive long-term returns.
The Fund has adopted the Sustainability Focus label under the UK's Sustainability Disclosure Requirements (SDR), reflecting an objective to invest in assets that pursue positive environmental and social outcomes alongside financial return.
Understanding impact is increasingly viewed as a third dimension of investment expertise, alongside the established disciplines of assessing investment risk and return.
A proprietary Impact Engine evaluates the intensity of the positive impact created by each company's products and services, providing an overall impact intensity rating. This sits alongside fundamental quality analysis, which assesses business model strength, financial management and the handling of environmental, social and governance (ESG) issues.
Why invest in a sustainability impact fund?
- Nine investment themes – Companies are selected across five environmental themes (Cleaner Energy, Environmental Services, Resource Efficiency, Sustainable Transport and Water Management) and four social themes (Education, Health, Safety and Well-being), capturing a broad opportunity set within the sustainability transition.
- Quality and impact – A proprietary Impact Engine and fundamental quality analysis work together to identify companies that are both genuinely additive and financially robust.
- Concentrated global exposure – A focused portfolio of 40 to 60 holdings provides genuine conviction while maintaining diversification across themes and regions.
- Clear sustainability credentials – The Sustainability Focus label under the UK's SDR regime provides a transparent, regulated framework for investors seeking measurable impact alongside financial return.
- Active ownership – Ongoing engagement with portfolio company management supports continued progress on both social and environmental outcomes.
The FP WHEB Sustainability Impact Fund could be suitable for investors seeking broad exposure to the sustainability transition across both environmental and social themes, or as a core holding within a sustainable or impact allocation.
Fondsdaten
Key Facts
- Launch Date
- 26.05.2009
- Fund Managers (start date)
- Ted Franks (30.06.2015)Ty Lee (01.10.2015)
- Benchmark
- MSCI World
- IA Sector
- IA Global
- ISIN
- GB00BFXBL788
- SEDOL
- BFXBL78
- BLOOMBERG
- FPWSCUA LN
- Underlying currency
- GBP
- Pricing
- Daily, single priced
- Valuation
- 12:00 UK time
- Deal cut off time
- 12:00 UK time
- ISA Eligible
- Yes
Fees & Expenses
Ongoing Chargesas at 31. Aug. 2026
1.03%
Min Investmentas at 31. Aug. 2026
3.000 $
Countries of
Fund Registration
Fund Registration
Please click on each country to see share class availability
Wertentwicklung
Impact
See where engagement changed outcomes
Our average holding period is 4 to 7 years. We use that time to engage directly with the companies we own, setting strategic objectives, following through over years, and escalating when outcomes demand it.
Literatur
Document Name
INSIGHTS IN FOCUS
The next constraint on AI is not just energy, it's also water
Why the water footprint of artificial intelligence sits largely upstream, in chip fabrication and power generation, rather than in data centre cooling.
Sustainable | 10. März 2026 | 3 min read
Find out more
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