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FP WHEB Sustainability C GBP Inc

Price: 209.25p|Change: 0.01 (-0.36%)

This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Investor Information Document (KIID)

Management

Name of companyWHEB Asset Management LLP
Phone-
Website-
Address23 Hanover Square
London, W1S 1JB
London W1S 1JB
United Kingdom

Fund

DomicileGBR
Legal structureOEIC
UCITSYes
Inception date06/01/2014

Managers

Fund managerTed Franks
Manager start date01/06/2015
BiographyTed is the Fund Manager for the Pengana WHEB Sustainable Impact Fund and helped 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. Over seven years Ted advised on projects involving over €15bn of investment. Amongst numerous renewables transactions and engagements, Ted advised both of the two largest European renewable energy generators on their European expansion strategy, and on one of the most successful ever disposals of a UK water utility. 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.
Fund managerTy Lee
Manager start date01/10/2015
BiographyTy focuses on generating investment ideas, researching opportunities and making stock recommendations based on in-depth analysis of companies and markets alongside Ted and the rest of the team. Prior to joining WHEB, Ty completed an MSc in Finance from London Business School. Before that, he worked as a Senior Associate at UOB Asia in Hong Kong, and prior to that he worked at Morgan Stanley and Accenture. Ty is a CFA Charterholder and has double degrees in Business Administration (Information Systems) and Software Engineering from the University of Hong Kong.

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