Real Assets
We build future energy systems and resilient infrastructure, backing emerging opportunities in technology, land and water.
The FP WHEB Sustainability Impact Fund invests in companies selling products and services that help to meet these challenges. We invest in high quality, innovative businesses that can turn these growing cashflows into profits that provide an attractive return for our investors.
Launch date
8/6/2009
Holdings
40-60
Fund type
OEIC / UCITS
Fund size
£423m
as at 31/8/25
The aim of the Fund is to achieve capital growth over five years and contribute to positive sustainability impact over this period. The Fund focuses on the opportunities created by the transition to healthy, zero-carbon and sustainable economies.
The global economy is in the early stages of a transition to a zero-carbon, nature positive and more sustainable system. Technologies and business models that stabilise the climate and support biodiversity are becoming more prevalent. At the same time, demand is growing for better healthcare and healthier lifestyles that support ageing populations. The FP WHEB Sustainability Impact Fund invests in these ‘industries of the future’ who we believe are poised for long-term growth by meeting these critical social and environmental challenges.
The FP WHEB Sustainability Impact Fund was the first listed equities fund to achieve the FCA’s Sustainable Disclosure Requirements Sustainability Impact label in September 2024.
Sector: Cleaner Energy
Region: US
Investment thesis: First Solar modules are the key element in a solar farm and represent a critical technology in decarbonising the global economy. Solar PV is a near-zero emission technology with a dramatically lower carbon footprint than traditional power generation technologies.
Sector: Heath
Region: US
Investment Thesis: Thermo Fisher’s products are essential in enabling healthcare customers to develop and manufacture healthcare therapies, to analyse environmental quality and to diagnose disease.
Thermo Fisher has established an extremely strong competitive position in a market that is dominated by 3-4 large players.
Sector: Water Management
Region: US
Investment thesis: The company also supplies commercial, residential markets with water and wastewater systems, and provides measurement and control solutions. Xylem’s strategy is characterised by the application of intelligent technology to improve water efficiency, in products such as smart meters and intelligent monitoring equipment.
An investment in FP Sustainable Future Themes Fund, FP Foresight Global Real Infrastructure Fund, FP Sustainable Real Estate Securities Fund, FP UK Infrastructure Income Fund or FP WHEB Sustainability Impact Fund and Liontrust Diversified Real Assets Fund (together the “Funds”) should be considered a long-term investment that may be higher risk. Portfolio holdings are subject to change without notice.
Your capital is at risk. The value of units in the Funds may increase or decrease and you may not get back the amount originally invested, for reasons including adverse market and foreign exchange rate movements. Past performance is not a reliable guide to future results. For full risks and investor rights, please see the relevant prospectus and Key Investor Information Document for the fund information.
Foresight Group LLP does not offer legal, tax, financial or investment advice and the information on this website should not be construed as such. We recommend investors seek advice from a regulated financial adviser. The opportunity described in this document may not be suitable for all investors. Any such investment decision should be made only on the basis of the Fund scheme documents and appropriate professional advice.
Foresight Group LLP acts as investment manager and is authorised and regulated by the Financial Conduct Authority with Firm Reference Number 198020 and has its registered office at The Shard, 32 London Bridge Street, London SE1 9SG.
The Authorised Corporate Directors FundRock Partners Limited (registered office at Hamilton Centre, Rodney Way, Chelmsford, England, CM1 3BY) and Liontrust Investment Partners LLP (registered office 2 Savoy Court, London WC2R 0EZ), are authorised and regulated by the Financial Conduct Authority with Firm Reference Numbers 469278 and 518552 respectively. The Funds are incorporated in England and Wales.
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