FP WHEB Sustainability Fund

Select share classes

FP WHEB Sustainability Impact Fund C GBP Income

Category Sector Equity Ecology

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

198.59p

arrow-up2.04p (+1.04%)

Fund Code

WHSCI

BHBFFN0

GB00BHBFFN03

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The aim of the Fund is to achieve capital growth over 5 years and contribute to positive sustainability impact over this period. The Fund will both invest and support through the Investment Manager’s investment activities at least 80% of its assets in shares of companies anywhere in the world in sectors identified as providing solutions to sustainability challenges that align with the positive sustainability impact set out in the Fund’s objective.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

WHEB Asset Management LLP

Fund launch date

26 May 2009

Domicile

United Kingdom

UCITS

Yes

Lead manager

Ted Franks

Lead manager start date

30 Jun 2015

Lead fund manager biography

Ted built a career in banking around sustainability-related sectors before taking his convictions further and helping to found WHEB Asset Management in 2009. He was a member of the original investment team that launched the Sustainability Fund in June of that year and has been a key member of the team ever since. Ted has played a pivotal role in the development of both the strategy and the business that supports it. Before joining WHEB, Ted was a sector specialist in the renewable energy and utilities sectors at Dresdner Kleinwort and KPMG. As well as holding degrees in Economics and Law, Ted is a CFA Charterholder and a Chartered Accountant.

Fund manager

Ty Lee

Manager start date

01 Oct 2015

Fund manager biography

Ty has over 15 years' experience in investment management and investment banking. He joined WHEB in 2011 as an Analyst and is now an Associate Fund Manager. His responsibilities spread across the whole investment process from idea generation to portfolio management. Prior to joining WHEB, Ty completed his master’s degree in Finance at London Business School. Before that, he worked as a Senior Associate at UOB Asia and an Analyst at Accenture in Hong Kong. Ty is a CFA Charterholder and holds double degrees in Business Administration (Information Systems) and Software Engineering from the University of Hong Kong.

Head office

23 Hanover Square

London, W1S 1JB

London

United Kingdom

W1S 1JB

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Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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