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
Where the portfolio creates impact
Holdings snapshot retrieved 10 August 2026
Water Management
The largest publicly-traded water and wastewater utility in the US, providing regulated drinking water and wastewater services to more than 14 million people across 24 states.
Sustainable Transport
High-voltage wiring, connectors and safety sensors for electric and automated vehicles.
Environmental Services
Engineering and environmental consulting for climate adaptation, infrastructure and water projects.
Cleaner Energy
First Solar is a US-based manufacturer of solar photovoltaic (PV) panels.
Resource Efficiency
Trane is a world leader in air conditioning systems and services.
Water Management
Ecolab sells cleaning products and services to restaurants, hotels, hospitals, food and beverage producers and other businesses. The company has a particular focus on energy and water efficiency. Ecolab has developed a range of products and services that help to reduce, and in some cases even eliminate, the use of water in a wide range of industrial applications. In turn, this helps to lower costs through a reduction of energy and water impacts.
Water Management
Veralto manufactures tools and equipment for managing, testing, protecting and treating water supplies as well as providing traceability and testing services for food and pharmaceutical products. The Water Quality segment offers water treatment chemicals as well as physical treatment technologies such as UV disinfection and reserve osmosis filtration.
Water Management
Kurita Water is a leading provider of water treatment solutions, specialising in ultra-pure water, chemical wastewater treatment, and other water-related services. The company focuses on sustainability and innovation, offering comprehensive solutions that help industries optimise water usage and reduce environmental impact.
Water Management
Xylem manufactures a wide range of products and provides services to the water industry. The company’s water infrastructure business provides a range of pumps, filtration and testing and treatment equipment to water utilities. The company also supplies commercial, residential markets with water and wastewater systems, and provides measurement and control solutions. Xylem’s strategy is characterised by the application of intelligent technology to improve water efficiency, in products such as smart meters and intelligent monitoring equipment.
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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