News Announcement

WHEB Asset Management launches WHEB Environmental Impact Fund seeded by Rothschild & Co

18th January 2022

WHEB Asset Management has launched the WHEB Environmental Impact Fund with a seed investment from Rothschild & Co, Wealth Management, UK.
The WHEB Environmental Impact Fund is a targeted version of WHEB’s global equity strategy, focused solely on its five environmental themes.

WHEB Asset Management has launched the WHEB Environmental Impact Fund with a seed investment from Rothschild & Co’s UK Wealth Management business, which will include the fund in specific private client discretionary portfolios. The WHEB Environmental Impact Fund is a targeted version of WHEB’s global equity strategy, focused solely on its five environmental themes.

The WHEB Environmental Impact Fund is an ICAV UCITS fund, registered for sale in the UK with registration in other countries to follow.

The fund is aimed at investors who are looking for high conviction positive environmental impact mandates with a concentrated number of stocks.

WHEB’s five environmental investment themes are Resource Efficiency, Clean Energy, Water Management, Sustainable Transport and Environmental Services. These themes constitute nearly 60% of WHEB’s main investment strategy, with the remainder of the Sustainable Impact strategy invested in social themes. At launch the new WHEB Environmental Impact Fund holds 25 stocks with high conviction.

WHEB’s Managing Partner, George Latham, said:

“Over recent years we have seen an increasing focus amongst asset owners on investing in line with a 1.5-degree target for limiting global warming, alongside commitments to build net zero carbon portfolios. WHEB’s existing investment strategy allows investors to focus on investments which enable and therefore benefit from the shift to a more sustainable economy. This new Environmental Impact Fund facilitates a more targeted focus on environmental and zero carbon solutions. We are delighted that Rothchild & Co has chosen to partner with WHEB for this new fund launch. We look forward to continuing to work with their Wealth Management team to further enable clients to invest their wealth for a positive environmental impact.”

Co-Head of Investments at Rothschild & Co Wealth Management UK, Michel van der Spek, said:

“Climate change is probably the most significant challenge facing humanity today. At the same time, fighting climate change by decarbonising our world presents one of the biggest investment opportunities of our lifetime. While we have a great deal of investment expertise in-house to carefully research individual companies and funds, we do not have a monopoly on talent, so we also work collaboratively with external managers, particularly where they bring specialist knowledge to our private client portfolios.

With WHEB, we are investing in a more concentrated and focused version of their existing strategy which perfectly aligns with our environmentally focused investment strategy. We are excited to be working with their experienced team and creating what we think will be a mutually beneficial long-term partnership.”

WHEB Asset Management

WHEB Asset Management is a specialist boutique focused entirely on sustainable and positive impact investing. Its mission is “To advance sustainability and create prosperity through positive impact investments”. The global economy is shifting to a lower carbon and more sustainable basis. WHEB’s investment strategy is to invest in businesses that enable – and benefit from – this shift. WHEB is owned and managed by some of the most experienced practitioners of sustainable investment in the sector. As a Certified B Corporation, WHEB is committed to positively impact all stakeholders.

Rothschild & Co

Rothschild & Co is family-controlled and independent and has been at the centre of the world’s financial markets for over 200 years. Its ambition across the group is to support and drive the sustainability transition of the global economy. The firm’s Wealth Management investment philosophy is built on preserving and growing wealth in real terms, through a discretionary approach, over a long-term investment horizon, managing market downturns diligently and seeing sustainability as a fundamental investment issue. It invests in high quality companies with resilient business models and sustainable business practices whilst also working with a carefully selected group of funds managers to achieve its investment objectives.

Contact:

Libby Stanley, Marketing Manager, WHEB Asset Management – libby.stanley@whebgroup.com

Emma Rees, PR, Rothschild & Co – emma.rees@rothschildandco.com

Important Notices

Risks include: the price of shares (“Shares”) in FP WHEB Sustainability Impact Fund, WHEB Sustainable Impact Fund or WHEB Environmental Impact Fund may increase or decrease and you may not get back the amount originally invested, for reasons including adverse market and foreign exchange rate movements. Past performance does not predict future returns. The Fund invests in equities and is exposed to price fluctuations in the equity markets, and focuses on investments in mid-sized companies in certain sectors so its performance may not correlate closely with the MSCI World Index (the benchmark). For full risks, please see fund prospectus on www.whebgroup.com

General

This information, its contents and any related communication (altogether, the “Information”) is issued by WHEB Asset Management LLP (“WHEB Asset Management”). It is intended for information purposes only and does not constitute or form part of any offer or invitation to buy or sell any security including any shares in the FP WHEB Sustainability Impact Fund or WHEB Sustainable Impact Fund, including in the United States. It should not be relied upon to make an investment decision in relation to Shares in the FP WHEB Sustainability Impact Fund or WHEB Sustainable Impact Fund or otherwise; any such investment decision should be made only on the basis of the Fund scheme documents and appropriate professional advice. This Information does not constitute advice of any kind, investment research or a research recommendation, is in summary form and is subject to change without notice. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming shares. WHEB Asset Management has exercised reasonable care in preparing this Information including using reliable sources, however, makes no representation or warranty relating to its accuracy, reliability or completeness or whether any future event may or may not occur. This Information is only made available to recipients who may lawfully receive it in accordance with applicable laws, regulations and rules and binding guidance of regulators. WHEB Asset Management LLP is registered in England and Wales with number OC 341489 and has its registered office at 7 Cavendish Square, London, W1G 0PE. WHEB Asset Management LLP is authorised and regulated by the Financial Conduct Authority with Firm Reference Number 496413.

FP WHEB Sustainability Impact Fund

FundRock Partners Limited (formerly Fund Partners Limited) is the Authorised Corporate Director of the Fund and is authorised and regulated by the Financial Conduct Authority with Firm Reference Number 469278 and has its registered office at 6th Floor Bastion House, 140 London Wall, London, EC2Y 5DN. The state of the origin of the Fund is England and Wales. The Representative in Switzerland is ACOLIN Fund Services AG, Leutschenbachstrasse 50, CH-8050 Zurich, whilst the Paying Agent is NPB Neue Privat Bank AG, Limmatquai 1/am Bellevue, P.O. Box, 8024 Zurich . The relevant documents such as the prospectus, the key investor information document (KIIDs), the Articles of Association as well as the annual and semi-annual reports may be obtained free of charge from the Representative in Switzerland.

WHEB Sustainable Impact Fund

The Manager of the Fund is FundRock Management Company S.A., authorised and regulated by the Luxembourg regulator to act as UCITS management company and has its registered office at 33, rue de Gasperich, L-5826 Hesperange, Grand-Duchy of Luxembourg. The Representative in Switzerland is ACOLIN Fund Services AG, Leutschenbachstrasse 50, CH-8050 Zurich, whilst the Paying Agent is NPB Neue Privat Bank AG, Limmatquai 1/am Bellevue, P.O. Box, 8024 Zurich. The relevant documents such as the prospectus, the key investor information document (KIIDs), the Articles of Association as well as the annual and semi-annual reports may be obtained free of charge from the representative in Switzerland. The state of the origin of the Fund is Ireland. The Fund is registered for distribution to professional investors in Austria, France, Germany, Italy, Luxembourg, Norway, Singapore, Sweden and the United Kingdom, and is registered for offering to retail investors in Switzerland, Denmark and the Netherlands. The Fund is also available for professional investors in Belgium and Hong Kong. It is not available to investors domiciled in the United States.

WHEB Environmental Impact Fund

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