wheb sustainable impact fund

INSIGHTS Q3 2020 REPORT Pengana WHEB Sustainable Impact Fund PENGANA CAPITAL GROUP Level 1, 2 & 3, 60 Martin Place Sydney T: +61 2 8524 9900 pengana.com The latest fund information for Pengana WHEB Sustainable Impact, including fund prices, fund performance, ratings, analysis, ratios & manager information. The FP WHEB Sustainability fund invests in high quality established businesses with the majority capitalised at $1bn or more, and which fall into one of 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. The new fund will have a sub-fund, called the WHEB Sustainable Impact Fund, which is expected to launch during Q4 2020 and will mirror its existing impact investment fund that is domiciled in the UK, called the FP WHEB Sustainability Fund. Fund: Pengana WHEB Sustainable Impact. Both companies have collaborated before on previous projects; FundRock is already the authorised corporate director for WHEB’s UK-based fund via its UK branch, FundRock Partners Ltd. Detailed impact report available on website. WHEB Sustainable Impact Fund: WHEB Asset Management Funds ICAV: WHEB Asset Management LLP: Western Asset US Dollar Liquidity Fund: Western Asset Liquidity Funds plc: Franklin Templeton International Services S.à r.l. Morningstar Fund Report Pengana WHEB Sustainable Impact Retail Fund Report | Report generated 12 Apr 2021 | Performance. The Pengana WHEB Sustainable Impact Fund delivered excess returns (over its benchmark) of 10.4 per cent over one year to end-September 2020, shows Morningstar data. She will also manage WHEB’s European marketing activities, including PR, social media and events. Impact Calculator Enter the value of your investment in the FP WHEB Sustainability Fund to see the positive impact associated with your money. General information about the SRI fund(s) that come under the scope of the Code 4. Strategy alignment, 3. advanced drainage sytems inc keyence corp agilent technologies inc kingspan group plc ansys inc kion group ag aptiv plc com koninklijke dsm nv arcadis nv lennox intl inc com autodesk inc linde plc centene corporation littlefuse inc cerner corp com msa safety inc The Fund holds 50-70 stocks, with a typical holding period of four to seven years. Join us as Pengana's Head of Research Seb Beloe walks us through Pengana's impact framework. Through focusing on investing in companies providing solutions to sustainability challenges and growth at a Reasonable Price (GARP) approach, the WHEB fund seeks to benefit from investing within opportunities created by the transition to a low carbon and sustainable … Transparency. pengana wheb sustainable impact fund . WHEB Asset Management Funds ICAV is structured as an Irish Collective Asset-management Vehicle. Pengana WHEB Sustainable Impact Fund only invests in companies that create a positive social or environmental impact or produce goods and services to address the challenges of sustainability. IE00BMBQDR89 Wheb Sustainable Impact C EUR Cap : Documents Security information. Impact measures and ESG reporting 1. Pengana WHEB Sustainable Impact Fund is a unit trust incorporated in Australia. For example, an investment of £20,000 in the FP WHEB Sustainability Fund in December 2019 has been associated with the following positive impact during 2019: Based on a global average carbon price of £19 per ton (State and trends of carbon prices, World Bank Group, 2019). Investment process 5. The impact calculator illustrates the underlying positive impact that companies in WHEB’s investment portfolio help create. 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. Livewire markets - Pengana WHEB Sustainable Impact Fund - Manager Q&A, Research, Performance & Fees. General information about the SRI fund(s) that come under the scope of the Code 4. These investment funds tend to focus on a particular cause, whether it be fighting climate change or promoting women's empowerment. Financial Year Total Returns. Category: Equity World Mid/Small. Global stock markets continued to rise in the fourth quarter. This positive impact is ultimately generated by the end users of the products and services; the owner of the electric vehicle or the homeowner who buys renewable power. The investment team of five comprising the Fund Manager, Head of Research, Associate Fund Manager and Senior Analyst and Investment Analyst all spend the vast majority of their time undertaking stock-level analysis, including ESG and sustainability assessments. ESG controls 6. The website contains information on how the companies in WHEB’s investment strategy create positive impact in the world around us. To target this aim, The Casterbridge Sustainable Impact portfolios purchased the FP WHEB Sustainability fund in June 2020. The new fund, named FP WHEB Sustainable Impact Fund, is expected to launch at the tail end of 2020 with UK-based FundRock Management Company S.A. appointed as its management body. WHEB’s entire business is focused on sustainable, positive impact investing. WHEB 1,600 followers 3d. General information about the fund management company 3. Each year, it produced an annual impact report which measured and reported on the extent of positive social and environmental impact created by the fund. The fund has since been one of the most consistent performing sustainable vehicles … 31 Mar 2021. WHEB is a specialist fund manager wholly focussed on sustainable investing in global equities. The ethical wealth manager has previously said it prefers impact investing over other sustainable approaches because there is less grey area about what type of companies the funds it invests in might hold. Impact calculator available on website. WHEB is the investment manager of the Pengana WHEB Sustainable Impact Fund (the ‘Fund’) and has run the same strategy in the UK for more than 13 years. Fanny will look after institutional and wholesale clients, and wealth managers. We are now seeing impact funds sprout-up around the world, owning shares in publicly listed companies – like the WHEB Sustainable Impact Fund from Pengana - rather than having direct control of private companies. WHEB has established a strong team in recent years with a number of notable additions in 2012. WHEB Asset Management is delighted to announce Fanny Ruighaver has joined our growing team.She will lead our business development and client relationships in Europe (ex-UK). The following case study highlights WHEB Asset Management's sustainable finance practices that align with key principles from PAS 7340 - Framework for embedding the principles of sustainable finance in financial services organizations: 2. ESG controls 6. WHEB is the investment manager of the Pengana WHEB Sustainable Impact (15887) fund. Salge says the Wheb impact calculator for its Sustainability fund is helpful in this regard, while Impax publishes net carbon dioxide avoided for companies it holds. Impact management, 5. Fund information, investment philosophies, impact details available are much better than other Pengana funds. WHEB currently ran a Sustainable Impact fund which invests in companies providing sustainability solutions such as water management, cleaner energy and environmental services. Latham says investors can protect themselves by demanding their fund is transparent with their holdings and investment process, and by seeking reputable markers or industry standards. Resources, Affiliations & Corporate Strategies. The Global Impact Investing Network’s definition of impact investing requires funds to disclose non-financial value added. Growth of $10,000. General information. Impact measures and ESG reporting 1. WHEB Asset Management is a specialist fund management business owned and managed by some of the most experienced practitioners of sustainable investment in the sector. Index: MSCI World Small Cap NR AUD. Investment process 5. The Pengana WHEB Sustainable Impact Fund invests in a diversified global portfolio of companies with activities identified by WHEB as providing solutions to the challenges of sustainability. WHEB Sustainable Impact Fund - SFDR Categorisation - WHEB https://www.whebgroup.com 3 Likes Like Comment Share. Salge says that sets the approach apart from traditional investing and some other sustainable approaches. portfolio holdings. Get detailed research for Australia's leading managed funds. Salge says the Wheb impact calculator for its Sustainability fund … Smith remains keen on the £852m WHEB Sustainability fund, which is one of the younger of the strategies, ... it knows it is trying to be an impact fund, a sustainable fund,’ Smith said. WHEB Asset Management is a Certified B Corporation. The Fund’s portfolio holds predominantly listed global equities. The latest fund information for FP WHEB Sustainability C Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The business is focussed on a single investment strategy committed to positive impact investing. Investing solely in listed companies that address sustainability challenges, WHEB Asset Management is a specialist boutique focused on creating prosperity through positive impact investments. Wells Fargo (Lux) Worldwide Fund – Global Long/Short Equity Fund: Investment Objective: FP WHEB Sustainability Fund A Acc: The aim of the Fund is to achieve capital growth over the medium to longer term. Years with a typical holding period of four to seven years Sustainability solutions as... Media and events Management, cleaner energy and environmental services recent years with a typical holding period four... As Pengana 's Head of Research Seb Beloe walks us through Pengana 's impact framework see the impact... 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