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FP WHEB Sustainability A Acc

Classé 228 sur 601 en - Global sur 12 mois
All calculations are in EUR unless stated

Géré par

Ted Franks

Ted Franks built a career in banking around sustainability-related sectors before taking his convictions further and helping to found WHEB Asset Management in 2009. Ted was a member of the original team that launched the Sustainability Fund in June 2009. Before joining WHEB, Ted was a sector specialist in the renewable energy and utilities sectors at Dresdner Kleinwort and KPMG. Ted has a degree in Philosophy and Economics from Bristol University and a Postgraduate Diploma in Law from Bristol Legal Institute. Ted is a Chartered Financial Analyst and a Chartered Accountant.

Ty Lee

Objectif

The aim of the Fund is to achieve capital growth over the medium to longer term. The Fund will invest predominantly in global equities and in particular will invest in such equities in those sectors identified by the investment manager as providing solutions to the challenges of sustainability. Under normal circumstances, the Fund will hold cash on deposit up to 10% of the value of the Fund. The Fund may also invest in other transferable securities, collective investment schemes, money market instruments and near cash. The Fund may also invest in derivatives for efficient portfolio management.

Performance

Global sur : 30/06/2017 - 30/06/2018
  • Classement 228/601 Rendement total
  • Classement 537/601 Ecart-type
  • Classement 75/601 Perte maximale

Rendement total

Performance trimestrielle

au 30/06/2018 Annuel T1 T2 T3 T4
2018 -1,1% 5,9%
2017 10,9% 6,2% 1,7% 0,5% 2,1%
2016 2,5% -5,9% 0,7% 4,7% 3,2%
2015 12,0% 17,4% -2,4% -12,6% 11,9%
2014 17,0% 2,0% 3,3% 5,2% 5,6%
2013 19,8% 10,1% -2,8% 5,6% 6,0%
2012 9,6% 8,0% -4,3% 5,2% 0,8%
2011 -17,7% -1,7% -5,4% -16,5% 6,0%
2010 10,3% 5,8% -2,4% -2,8% 10,0%
2009 5,6% 4,1%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. France
  2. Suisse
  3. Royaume-Uni

Information sur le fonds

  • Date de lancement08/06/2009
  • Taille de la share class11Mn
  • Devise de baseGBX
  • Code ISIN GB00B4LDCG53

Information pour achat

  • Minimum investissement de départ3 000
  • Montant minimum de versements périodiques100

Frais

  • Gestion annuelle1,50%
  • Investissement de départ1,50%

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La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).