We run a single global mid-cap equity strategy investing in listed companies whose products and services provide solutions to key sustainability challenges.
These are identified through our nine investment themes: Cleaner Energy, Education, Environmental Services, Health, Resource Efficiency, Safety, Sustainable Transport, Water Management and Well-being.
As active investors, we engage with our portfolio companies and the broader financial system to support and accelerate high standards in sustainable investing.
Retail and professional investors are able to invest in the WHEB strategy, in a number of ways.
WHEB manages approx £1bn in assets as of 30 September 2024.
All products and services have an impact
Some products have a negative impact, harming or undermining the social and environmental systems on which life depends. For others, impact is positive, helping to support or even restore the health of our systems.
At WHEB we understand that impact is becoming a ‘third dimension’ of investment expertise alongside established disciplines in assessing investment risk and return.
That's why our team of sustainability experts have developed bespoke tools to analyse companies as part of our investment process and provide transparency to investors.
We believe in a brighter future through impact investing, and we’re passionate about doing our part to make it happen.
The number of companies in the WHEB strategy that are enabling - and therefore benefitting from - the opportunities created by the transition to a zero-carbon and sustainable global economy.
The number of years we can trace the strategy's history back to since it was developed in 2005.
The percentage of listed companies that reach WHEB's positive impact threshold criteria for inclusion in our universe as potential candidates for investment .
WHEB's impact calculator shows the underlying positive impact that companies in our investment portfolio help create.
This positive impact is ultimately generated by the end users of the products and services; for example the owner of the electric vehicle or the homeowner who buys renewable power.
Investors in WHEB’s strategy are aligned with these positive impacts by investing in companies that form part of crucial supply chains that manufacture these products and provide these services.
WHEB’s investments contribute to the attainment of the impact, however, are not solely responsible. The impact is therefore referred to as ‘associated’.
