FP WHEB Sustainability Fund C Acc

Name
FP WHEB Sustainability Fund C Acc
Manager
FundRock Partners Limited
Type
Open Ended Investment Company
ISIN
GB00B8HPRW47
Sector
Global
Launched
03/09/2012
OCF
1.06 %
Risk Rating
5
3 Year Sharpe
0.69
3 Year Alpha
-4.37
Yield
0 %
Benchmark
MSCI World TR GBP
The aim of the Fund is to achieve capital growth over the medium to longer term. The Fund will invest predominantly in global equities and in particular will invest in such equities in those sectors identified by the investment manager as providing solutions to the challenges of sustainability. Under normal circumstances, the Fund will hold cash on deposit up to 10% of the value of the Fund. The Fund may also invest in other transferable securities, collective investment schemes, money market instruments and near cash.
Holding %
Danaher Corp 2.71 %
Thermo Fisher Scientific Inc 2.63 %
Grand Canyon Education Inc 2.59 %
TE Connectivity Ltd 2.56 %
Ansys Inc 2.55 %
Centene Corp 2.53 %
Roper Technologies Inc 2.50 %
MSA Safety Inc 2.37 %
Xylem Inc 2.33 %
Agilent Technologies Inc 2.26 %
Region %
United States 63.18 %
Eurozone 14.63 %
Japan 9.12 %
United Kingdom 7.43 %
Sector %
Industrials 29.95 %
Healthcare 27.58 %
Technology 21.82 %
Basic materials 10.97 %
Consumer Cyclical 5.19 %
Name
FundRock Partners Limited
Address
BH21 7SB, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Ted Franks
Joined 06/01/2015

Ted Franks is a partner and fund manager.Ted built a career in banking around sustainability-related sectors before taking his convictions further and helping to found WHEB Asset Management in 2009. Before joining WHEB, Ted was a sector specialist in the renewable energy and utilities sectors at Dresdner Kleinwort and KPMG. Ted is a Chartered Financial Analyst and a Chartered Accountant, and won the Helen Somerville Prize during qualification. Ted has a degree in Philosophy and Economics from Bristol University and a Postgraduate Diploma in Law from Bristol Legal Institute.

Data provided by Morningstar.

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