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 Impact 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 Impact 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
- Auflegungsdatum
- 26.05.2009
- Fund Managers (start date)
- Ted Franks (30.06.2015)
- 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
- Administrator
- Apex Group Fiduciary Services (UK) Limited
- ISA Eligible
- Yes
Fees & Expenses
Ongoing Chargesas at 31. Okt. 2026
1.03%
Min Investmentas at 31. Okt. 2026
3.000 $
Countries of
Fund Registration
Fund Registration
Please click on each country to see share class availability
Kommentar
FP WHEB Sustainability Impact
October Commentary
Dies ist eine Marketingmitteilung. Bitte lesen Sie vor einer endgültigen Anlageentscheidung den Prospekt, den Nachtrag (Supplement) sowie die KIDs und KIIDs der Fonds (auf dieser Website verfügbar), die ausführliche Informationen zu deren Merkmalen und Zielen sowie vollständige Informationen zu den Risiken enthalten.
Renewed conflict between the US and Iran pushed energy prices sharply higher, reviving inflation concerns and driving government bond yields to multi-year highs in several major economies. This rise weighed on share prices across our impact universe, yet this setback has owed more to sentiment than to substance. In several cases, share prices have fallen even as the companies behind them have continued to grow. With energy expensive and its supply uncertain, the case for reducing usage and leaning less on imported fuel has grown more persuasive. This has led to a fresh momentum of investment in electricity grids, electrification, and efficiency. In this month's commentary, we review the market in September, discuss the strategy’s performance and individual stock performance, and comment on the outlook.
Vollständiger Kommentar
WHEB Sustainable Impact Fund - October Commentary
Oktober 2026
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
How are heatwaves and drought reshaping clean energy investment?
From French nuclear shutdowns to Europe’s weakest hydropower output in over a decade, this summer’s heat and drought have exposed weak points in the region’s power system. Crucially, this vulnerability varies sharply by technology, with wind and solar proving far more resilient. In this insight, we assess how each technology copes with hotter, drier summers, and explain why adaptation is essential for the energy transition.
Sustainable & Impact | 20. Okt. 2026 | 4 min
Find out more
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