The FP WHEB Sustainability Fund invests in nine environmental and social themes defined as providing a ‘solution to a sustainability challenge’, and driven by the megatrends of resource scarcity, population growth, urbanisation, rising living standards and globalisation. Our analysts have selected this fund for the Wealth Shortlist. subject to tax in a Fund & Share Account which would, in effect, reduce their value and increase the net ongoing charge. All yields are variable and not guaranteed. access. Change. However, while we make this challenge we are paying loyalty bonuses within the Vantage Fund & Share Account net of an amount equivalent to the basic rate tax. Try our handy filter and find out which suits you best. The latest fund information for FP WHEB Sustainability B Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Key statistics for FP WHEB Sustainability Fund C Acc (GB00B8HPRW47) plus portfolio overview, latest price and performance data, expert insights and more If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are Invest. Ted is the named Fund Manager of the FP WHEB Sustainability Fund. Newsroom articles are published by leading news We are owned and run by some of the most experienced practitioners of sustainable investment. Our website offers information about investing and saving, but not personal advice. Select share classes. dealing charge, Ex-dividend Wealth Shortlist Then, if you need a hand deciphering it, check out our explainer article: ‘How to read a fund factsheet like a sandwich’. Tax rules can change and benefits depend on individual circumstances. Launch Date: June 2009 This fund can be held in an Investment ISA, SIPP and Investment Account. star-filled star-filled star-filled. We believe all loyalty bonuses are tax-free and we are challenging HMRC's interpretation. FP WHEB Sustainability Fund C Acc . Dual priced funds have two If we are unsuccessful we will use the money to pay over any amounts due to HMRC. Ted is a Chartered Financial Analyst and a Chartered Accountant, and won the Helen Somerville Prize during qualification. Data policy - All information should be used for indicative purposes only. With income units, any income is paid as cash. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested. Ted is the named Fund Manager of the FP WHEB Sustainability Fund. Loyalty bonuses paid on funds in ISAs and SIPPs are unaffected, and they remain tax-free. The below table gives an indication of how this may affect you. Over seven years Ted advised on projects involving over ?15bn of investment. This data is provided by Funds Library. With accumulation units any income is retained within the fund; the number of units remains the same but the price of each unit increases by the amount of income generated within the fund. The FP WHEB Sustainability Fund invests in nine environmental and social themes defined as providing a ‘solution to a sustainability challenge’, and driven by the megatrends of resource scarcity, population growth, urbanisation, rising living standards and globalisation. Data sourced from FE Analytics. Fund price for FP WHEB Sustainability Fund B along with Morningstar ratings & research, long term fund performance and charts The FP WHEB Sustainability Fund OEIC is registered for distribution to retail investors in the United Kingdom and Switzerland. (at which the fund can be bought and sold). WHEB currently boasts £673 million in assets, and its existing UK-based sustainability fund returned an impressive 27.2% in US dollar terms – the average comparable fund returned just 19.4% over the same timeframe. DISCLAIMER: The information provided in this article shall not constitute or be deemed to constitute any invitation or inducement to any person to engage in investment activity. View & analyze the 0P00011OIC fund chart by total assets, risk rating, Min. Where no data is shown, figures are not available. Last buy/sell price. From how to access your account online, scam awareness, your If loyalty bonuses are taxable then the value of our ongoing saving to you could be reduced, depending on the rate of tax you pay. Investment approach: Impact If you are unsure of an investment decision you should seek professional financial advice. FP WHEB Sustainability Fund. Its team are true pioneers in the industry. Fund: WHEB Sustainability Fund price for FP WHEB Sustainability Fund C EUR Acc along with Morningstar ratings & research, long term fund performance and charts FP WHEB Sustainability Fund - The aim of the Fund is to achieve capital growth over the medium to longer term. It is not available to investors domiciled in the European Union or the United States. WHEB Sustainability stands out because its managers focus exclusively on companies “providing solutions to sustainability challenges”. You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account. Fund Review: FP WHEB Sustainability This article is part of Fund Review: Sustainability. Annual Fund Fee: 1.05% This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day. FP WHEB Sustainability Fund. WHEB Asset Management LLP This fund can be held in an Investment ISA, SIPP and Investment Account. This month, 3d has pulled out WHEB Sustainability, one of the original and best pure sustainable investment funds in the UK that has an almost unrivalled track record and a squeaky clean investment portfolio. Try our handy filter to explore the different options. “We would argue that our returns are competitive because our focus is on companies that provide solutions to sustainability challenges. It is designed to mirror the firm’s “existing impact investment fund that is domiciled in the UK, called the FP WHEB Sustainability Fund”. Please remember past performance is not a guide to future returns. info. Change. WHEB Sustainability is a strong long-term performer. We may not share Invest. Click here for details. FP WHEB Sustainability Fund - The aim of the Fund is to achieve capital growth over the medium to longer term. Category Sector Equity Ecology. The value of an investment in funds can fall as well as rise, as can any income payment received from an investment. Minimum Investment: £25 per month with a low-cost platform provider like AJBell or Fidelity Funds Network. Find our live Fp Wheb Sustainability Fund C Gbp Income fund basic information. He has been a key member of the investment team throughout the Fund's history and has played a pivotal role in the development of this unique sustainability-focused boutique. WHEB is a specialist fund manager wholly focussed on sustainable investing in global equities. WHEB Asset Management is a specialist fund management business. In our series with 3d Investing, every month we throw a spotlight on a sustainable investment fund, exploring its process, portfolio and performance to sort the stars from the spin.