The Pengana WHEB Sustainable Impact Fund aims to generate capital growth over the medium to longer term.
Pengana has appointed UK-based WHEB Asset Management LLP (WHEB) to manage the Fund. WHEB is a global leader in sustainable investing with a focus on the opportunities created by the transition to more sustainable, resource efficient and energy efficient economies.
WHEB have identified critical environmental and social challenges facing the global population over the coming decades. WHEB invests in a diverse portfolio of global companies providing solutions to these sustainability challenges via nine sustainable investment themes – five of these are environmental (cleaner energy, environmental services, resource efficiency, sustainable transport and water management) and four are social (education, health, safety and well-being).
The portfolio is actively managed and stock selection is based on deep research integrating financial factors with environmental, social and governance factors.
Benefits of investing
Sustainability focus. The Fund’s investment manager WHEB focuses on companies that provide a positive environmental and social impact.
Measurement of investment impact. WHEB measures, calculates and reports on the extent of positive social and environmental impact from investing in the Fund.
Diversification. The portfolio will consist of 50-80 global companies, with usually no more than 2.5% of the Fund invested in each. This portfolio will have materially different exposures to broad global indices.
In-depth research. The WHEB investment team conducts an in-depth review of candidates for inclusion in the portfolio, using quantitative screens and thematic research to evaluate opportunities.
Proven investment expertise. The Fund’s investment manager, WHEB, is world-renowned for its experience, innovation and thought leadership in sustainable investing.