Fund Centre
ImpactInvesting for impact
WHEB Sustainable Impact
ISIN
Domicile
Ireland
StructureUCITS
Overview
Objective
The WHEB Sustainable Impact Fund seeks capital growth over the long term by investing globally in companies providing solutions to critical social and environmental challenges.
Investment Approach
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 WHEB Sustainable 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 is an SFDR Article 9 fund, meaning it has a clear sustainability objective incorporating both environmental and social aims and meets sustainability-related disclosure and reporting requirements.
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 sustainable 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 – SFDR Article 9 classification 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 WHEB Sustainable 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.
Fund Facts
Key Facts
- Launch Date
- 04.12.2020
- Fund Managers (start date)
- Ted Franks (04.12.2020)
- ISIN
- IE00BMBQDT04
- BLOOMBERG
- WHSICGA 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
1.03%
Min Investmentas at 31 Oct 2026
£3,000
Countries of
Fund Registration
Fund Registration
Please click on each country to see share class availability
Commentary
WHEB Sustainable Impact
October Commentary
This is a marketing communication. Please refer to the prospectus, supplement, KIDs and KIIDs for the Funds (available on this website), which contain detailed information on their characteristics and objectives and full information on the risks, before making any final investment decisions.
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.
Read full commentary
WHEB Sustainable Impact Fund - October Commentary
October 2026
Performance
Impact
Enter the value of your investment
Impact year 2024 | Exchange rates as at 31 December 2024, Bank of England
Cleaner energy
Environmental services
Water savings
Health
Water treatment
Well-being
Education
R&D
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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