The IM WHEB Sustainability Fund is a thematic growth fund which focuses on global companies which provide solutions to some of the key challenges of the 21st Century; climate change, water shortages and an ageing population. WHEB Asset Management manages the fund.

These forward thinking companies have the potential to generate excellent long term returns to investors.

Our strategy offers a defensive position through exposure to the water and demographics themes, whilst capitalising on the enormous growth potential of climate change stocks – markedly differentiating this fund from its peers.

Created in 2008, WHEB Asset Management is part of the WHEB Group, the specialist investment management firm focused on environmental markets. The WHEB Group has total assets under management of over £150 million.

The WHEB Group comprises WHEB Partners, which covers venture and growth capital including buyouts, WHEB Infrastructure, which focuses on renewable energy generation infrastructure and WHEB Asset Management.

UK Stewardship Code Disclosure Statement, 1 December 2010: The Financial Reporting Council (FRC) published the first UK Stewardship Code for institutional investors on 2 July 2010. The Code is designed to promote better dialogue between shareholders and company boards and encourage greater transparency about the way in which investors oversee the companies they own. Our investment strategy is to invest in those companies which are providing solutions to the key sustainability challenges facing humanity. Therefore, the spirit of the code is embodied in our investment philosophy. Please click on the PDF document below to read our full disclosure statement:

Attachments:

File
UK Stewardship Code Disclosure.pdf