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Fp Wheb Sustainability Impact Fund A Acc (0P0000K92M)
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31/01 - Closed. Currency in GBP
- Morningstar Rating:
- Total Assets: 4.16M
FP WHEB Sustainability Fund A Acc
2.69
+0.03
+1.10%
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0P0000K92M Overview
On this page you'll find an in-depth profile of Fp Wheb Sustainability Impact Fund A Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000K92M among other information.
Investment Strategy
The aim of the Fund is to achieve capital growth over 5 years and contribute to positive sustainability impact over this period. The Fund will both invest and support through the Investment Manager’s investment activities at least 80% of its assets in shares of companies anywhere in the world in sectors identified as providing solutions to sustainability challenges that align with the positive sustainability impact set out in the Fund’s objective.
Contact Information
Address
London, W1S 1JB
London, W1S 1JB
United Kingdom
London, W1S 1JB
United Kingdom
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Claire Jervis | - | 2023 | Now |
| Biography | Claire has spent over seven years in the fund management industry. In her role as Associate Director at Barings, Claire took a lead role in enhancing and communicating the equity department’s approach to ESG integration and reporting. She also worked on developing the firm’s first thematic sustainable equity strategy, aligned with the UN SDGs. Claire joined WHEB in 2021 to pursue her passion for impact investing. Claire is also a Trustee and Treasurer for a charity promoting diversity in the arts, reflecting her dedication to using her time and skills to benefit society. Claire is a CFA Charterholder and holds the CFA Certificate in ESG Investing. She also holds a First Class degree in English from the University of Birmingham, and a Graduate Diploma in Law from BPP University. | ||
| Ty Lee | Senior Associate | 2015 | Now |
| Biography | Ty has over 15 years' experience in investment management and investment banking. He joined WHEB in 2011 as an Analyst and is now an Associate Fund Manager. His responsibilities spread across the whole investment process from idea generation to portfolio management. Prior to joining WHEB, Ty completed his master’s degree in Finance at London Business School. Before that, he worked as a Senior Associate at UOB Asia and an Analyst at Accenture in Hong Kong. Ty is a CFA Charterholder and holds double degrees in Business Administration (Information Systems) and Software Engineering from the University of Hong Kong. | ||
| Ted Franks | Manager | 2015 | Now |
| Biography | Ted built a career in banking around sustainability-related sectors before taking his convictions further and helping to found WHEB Asset Management in 2009. He was a member of the original investment team that launched the Sustainability Fund in June of that year and has been a key member of the team ever since. Ted has played a pivotal role in the development of both the strategy and the business that supports it. Before joining WHEB, Ted was a sector specialist in the renewable energy and utilities sectors at Dresdner Kleinwort and KPMG. As well as holding degrees in Economics and Law, Ted is a CFA Charterholder and a Chartered Accountant. | ||
| Tim Dieppe | - | 2012 | 2016 |
| Clare Brook | Director, Portfolio Manager | 2012 | 2012 |
| Biography | Clare joined Morley Fund Management in December 2000. She started as a manager of SRI funds at Jupiter Asset Management in 1990, then joined NPI in 1994 in a similar capacity, where she was made a Director in 1997. In 1999 she became Director and Fund Manager of SRI for Henderson Investors. Funds previously managed by Clare have won five Micropal awards one of which was the top performing pension fund in the UK. Clare holds a degree in History from Oxford University. | ||
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