Fund Centre
ImpactInvesting for impact
WHEB Environmental Impact
ISIN
Domicile
Ireland
StructureUCITS
Overview
Objective
The WHEB Environmental Impact Fund is a high-conviction strategy that seeks capital growth in the long term by investing in companies providing environmental solutions through zero-carbon and sustainable economies.
Investment Approach
The transition to a zero-carbon, sustainable economy is creating significant opportunities for companies offering genuine environmental solutions, from cleaner energy and resource efficiency to sustainable transport and water management.
The WHEB Environmental Impact Fund invests in high-quality, innovative businesses aiming to convert this growing demand into profitable, sustained growth.
Understanding environmental impact is a critical factor in assessing investment risk and return. Using a bespoke Impact Engine tool, our sustainability experts evaluate the ‘intensity’ of the positive impact from products and services offered by companies.
Combined with a fundamental analysis of business model quality, financial strength and the management of environmental, social and governance (ESG) factors, they identify companies that are both environmentally additive and built to deliver attractive long-term returns.
Why invest in an environmental impact fund?
- Targeted environmental exposure – A concentrated portfolio with a clear focus on climate change, decarbonisation and transition finance, suitable for environmental mandates and net-zero objectives.
- Specialist impact expertise – An experienced impact investment team with a leading edge in integrating positive impact and ESG factors into stock selection.
- Quality and impact – A proprietary Impact Engine and fundamental quality analysis work together to identify companies that are both genuinely additive and financially robust.
- Clear sustainability credentials – SFDR Article 9 classification provides a transparent, regulated framework for investors seeking measurable environmental impact alongside financial return.
- Active ownership – Long-term engagement with portfolio company management supports continued progress on both environmental and economic outcomes.
The WHEB Environmental Impact Fund could be suitable for investors seeking targeted exposure to the environmental transition, or as a complement to a broader sustainable or thematic allocation.
Fund Facts
Key Facts
- Launch Date
- 08.12.2021
- Fund Managers (start date)
- Ted Franks (08.12.2021)
- ISIN
- IE00002LHLE7
- BLOOMBERG
- WHWEICA ID
- Underlying currency
- USD
- Pricing
- Daily, single priced
- Valuation
- 16:00 GMT
- Deal cut off time
- 11:30 GMT
- Administrator
- Société Générale Securities Services, SGSS (Ireland) Limited
- UK Reporting Fund Status
- Yes
- ISA Eligible
- No
Fees & Expenses
Ongoing Chargesas at 31 Oct 2026
0.74%
Min Investmentas at 31 Oct 2026
US$100
Countries of
Fund Registration
Fund Registration
Please click on each country to see share class availability
Performance
Impact
Where the portfolio creates impact
Holdings as at 22 October 2026
23 of 28 company profiles available. Profiles not yet included: Bentley Systems, Severn Trent, Sunbelt Rentals, Tetra Tech, Versigent. Company analysis and scores come from earlier WHEB profiles and have not been updated to the holdings date.
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
WHEB’s historical profile of Aptiv, before the separation of Versigent in April 2026.
Environmental Services
Engineering and environmental consulting for climate adaptation, infrastructure and water projects.
Resource Efficiency
Autodesk is a global leader in 3D design and engineering software and services. Its products are used by architects, engineers and designers to design, develop and manufacture and operate a vast range of products, buildings and services. Autodesk tools are a critical component in the design and operation of more resource efficient products and buildings. They can deliver quite striking resource savings, due to their impressive capabilities and critical position in design process. The product brands include Autodesk 360 cloud services, AutoCAD civil 3D and LT, 3Ds Max, Maya, and Revit.
Environmental Services
Croda International is a UK based specialty chemicals company whose products use bio-based feedstocks and are used across the life sciences, performance technology, industrial chemicals and personal care sectors. By offering an alternative to the fossil-fuel based materials typically used by these sectors, Croda’s products provide a carbon-reduction benefit. In addition, the company’s products also help to extend drug shelf life and improve vaccine effectiveness as well as improving agricultural yields and reducing pollution.
Resource Efficiency
Daifuku is a global material handling systems manufacturer. The company supplies global storage systems, conveyors and automatic sorters. These products support the automation of warehousing and manufacturing helping to reduce energy and resource use in these activities. Daifuku also provides an integrated approach from consulting to engineering, design, manufacturing, sales, installation, and after-sales services for automation.
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.
Cleaner Energy
First Solar is a US-based manufacturer of solar photovoltaic (PV) panels.
Sustainable Transport
Infineon Technologies manufactures semiconductors and related systems. The company’s products include power semiconductors, as well as microcontrollers and radio frequency products and sensors. The products are key enablers of several important end markets including electric and hybrid road vehicles, renewable power generation including wind turbines, efficient power management in industrial systems and applications and in other types of electrical infrastructure.
Literature
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 Oct 2026 | 4 min
Find out more
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