Choose a country to view content specific to your location :

Disclaimer

Please read the disclaimer

YOUR USE OF THIS WEBSITE REQUIRES FULL ACCEPTANCE WITHOUT RESERVATION ON YOUR PART OF THE CONDITIONS OUTLINED BELOW. IF YOU DO NOT ACCEPT THESE CONDITIONS, DO NOT ACCESS THE WEB SITE OR ANY OF ITS PAGES.

Important Information

The content of this website is intended to Professional Investors. If you are a Private Investor, you should ensure to select the correct investor category when you enter this site, as failure to do so may result in you accessing material about investment funds and investment services which may not be suitable for you and/or may not be available for you to invest in.

Limited access

The information provided herein is also intended for Users in territories where it is permissible for Users to access information. This website may indeed contain information about funds established in different jurisdictions and/or investment services offered too. Please consult the specific sections and material to obtain more information. Users are responsible for ascertaining they are legally authorized to consult the information herein and should therefore ensure the investor category chosen to enter this website is correct.

Use of Cookies

Cookies help us collect data about you and how you use our website. For example, we are interested in knowing which internet browser is used, how long you visited the website and which pages you looked at. Information gathered are used to understand how we can improve the design and functionality of our website to better serve you in future. However, if you wish to restrict the cookies set by us or by any third-party sites, you may generally disable cookies in your internet browser. Your browser help function should let you know how to do this. Please keep in mind that restricting cookies may impact your experience and the functionality on this website.

The Interactive Advertising Bureau has produced a guide which explains how cookies work and how they are managed. Please visit www.allaboutcookies.org to read more on this subject.

iMGP Funds

The data and information featured on this web site are provided free of charge and solely for information purposes. The information contained herein constitutes neither an offer to purchase nor a solicitation to sell and may not be construed as an investment recommendation on the part of iM Global Partner Asset Management or other entities of the group iM Global Partner, its affiliates, managers, officers, or employees (hereafter « iMGP ») and has no legal or contractual value. Furthermore, any reference to a specific security in any published material is included by way of illustrative example and should not be construed as a recommendation to purchase, hold or sell such a security nor does it in any manner constitute the provision of investment advice in relation to same. The iMGP Sicav ( hereafter « iMGP » or « iMGP Funds » or « Fund ») has not taken any measures to adapt to each individual investor who remains responsible for his own independent decisions. Any investment in the funds presented on the web site must be made in conformity with the related legal documentation in force (prospectus, Key Investor Information Documents), as approved, where applicable, by the regulatory authority in your country. iMGP Funds is an open-ended umbrella investment company established and regulated in Luxembourg. The iMGP Sicav is not open to citizens or residents of the USA or to any other party deemed to be a US person. iMGP Funds’ current Prospectus and Key Investor Information Document, by –laws and the Annual and Half Yearly Reports of the Fund can be obtained on this website or from the iMGP offices at 5, Allée Scheffer, L-2520 Luxembourg or from the Agents and Representatives listed on this website for the specific jurisdictions where iMGP Funds are registered and this marketing document is intended for use only in those specific jurisdictions. Investors are advised that they should consult the Prospectus before seeking to subscribe. Moreover, investors are also advised to consult their legal, financial or tax advisors before taking any investment decisions.

Investors are reminded that past performance is not an indicator of future returns, nor does it guarantee future profits, and that they risk, in some cases, losing all or part of the amount initially invested. An investment may increase or decrease by virtue, in particular, of market fluctuations and exchange rate variations in the currency in which the Sub-fund is invested where this differs from the currency of the shareholder.

Disclosure in respect of iM Global Partner Asset Management

Any reference to iM Global Partner Asset Management (« iMGP AM ») or iM Global Partner (« iMGP ») in the material published on this website should be construed as being a reference to one or more of the legal entities, listed below, dependent on the particular jurisdiction in which it is being accessed.

iMGP AM is the Luxembourg management company of iMGP Funds.

iMGP is a French regulated entity which represents and distributes iMGP Funds that have been registered in France having branches in Italy, Spain, Germany and also subsidiaries in Switzerland and in the UK for that purpose. iMGP AM is also a subsidiary of iMGP.

Use of links

This website may direct you to automatic links to other websites. Use of these links is made at your own risk. iMGP and the Fund will not have developed, verified the accuracy or scrutinised the data contained in the aforementioned links. iMGP and the Fund may not be held responsible for damage or losses caused by delays, defects or omissions that may exist in the real, indicated or indirect services, information or other content provided on this site. iMGP and the Fund give no guarantee, makes no declaration and will not be held responsible for any content transmitted by electronic means to a third party, including the accuracy, subject, quality or the appropriate character of said content.

Copyrights and Trademarks

The entire content of this website is subject to copyright with all rights reserved to iMGP and the Fund. You may download or print out a hard copy of individual pages and/or sections of the website, provided that you do not remove any copyright or other proprietary notices. Any downloading or otherwise copying from the website will not transfer title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose the website without the prior written permission of iMGP.

By clicking on the « Accept » button, you expressly acknowledge that you have read the aforementioned and that you are authorized by the applicable law to access this website.

Go back

iMGP Sustainable Europe

George Latham
Managing Partner of WHEB Asset Management

Making a difference with impact investing

George Latham, managing partner of WHEB Asset Management, explains how the company approaches impact investing.

Can you tell us a bit about your company?

WHEB is a positive impact investor focused on the opportunities created by the transition to a zero carbon and sustainable global economy. Our whole investment philosophy is built around sustainability, growth, quality and valuation.
Our partnership was founded in 2009, based in London, and we have substantial ownership by the team.

Jamie Hammond,
Head of International Distribution

Can you tell us about your investment strategy, I understand it was originally launched at Henderson Global Investors?

Yes, our strategy was originally launched at Henderson at the end of 2005 under the Industries of the Future fund name.
We take a very collegial approach - the entire team contributes to, and has a view on, all holdings in the portfolio. We believe that, as an owner managed partnership, our team is incentivised to take long-term decisions.

The WHEB Asset Management team is one of the most experienced in the sustainable and impact investment sector globally. We combine our institutional investment experience, independent judgment and a long-term view to create wealth and a first-class client experience.

We are also supported by an independent advisor committee which is composed of leading experts in the ESG industry. This committee meets three times a year and its key function is to review the fund’s holdings and ensure that they meet with both the spirit and the letter of the fund’s sustainability criteria. If a holding is deemed inappropriate, the Committee can recommend that holding be sold. The committee also provides us with intelligence and a discussion forum on strategic developments in our themes.

I understand you are a B Corporation? What does that mean?

Yes WHEB is a certified B Corporation. This means we aim to create value for all stakeholders in our business (including clients, employees, the environment and civil society), not just for our shareholders.

B Corps are for-profit companies certified by the nonprofit B Lab to meet rigorous standards of social and environmental performance, accountability, and transparency.

At WHEB we actively seek to shape the financial system as a whole to support and enable more sustainable and positive impact investment. We are actively involved in a variety of organisations that share this ambition and are at the leading edge of sustainable and responsible investment.

We take a very collegial approach - the entire team contributes to, and has a view on, all holdings in the portfolio

Can you tell us about your investment approach?

We have a global equity strategy, which has been developed over the long-term and tested across market cycles. It focuses on nine sustainable investment themes with strong growth characteristics, derived from providing solutions to major social and environmental challenges.

Individual stocks are selected through a ‘bottom-up’, fundamental and rigorous research process to identify high quality companies.

We developed a tool called the Impact Engine which sits at the heart of our investment process and really helps us analyse products in terms of their impact. If, as a company, you’ve developed a new technology that helps shift your car from internal combustion to electric vehicle we can see with this tool how much you are improving emissions. The tool captures all these different dimensions and allows us to have a conversation in the investment team about them.

We also have an ‘Impact Map’ for each company. We assess the impact on the Y axis. On the X axis we look at ESG, and every company in the portfolio is plotted on this chart. When you go on to the website it will tell you a bit about the company that we’ve invested in and why it has a positive impact.

Do you want to know more about iMGP Sustainable Europe?

The investment philosophy

Fund performance

Click here

Managed by

The firm had $1.6bn AUM at the end of December 2022.

Visit WHEB Asset Management