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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.

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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.

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 Sicav

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.

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iMGP Sustainable Europe

George Latham
Managing Partner of WHEB Asset Management

Marcar la diferencia con la inversión de impacto

George Latham, socio director de WHEB Asset Management, explica cómo aborda la empresa la inversión de impacto.

¿Puede hablarnos un poco de su empresa?

WHEB es un inversor de impacto positivo centrado en las oportunidades creadas por la transición hacia una economía global sostenible y sin emisiones de carbono. Toda nuestra filosofía de inversión se basa en la sostenibilidad, el crecimiento, la calidad y la valoración.
Nuestra sociedad se fundó en 2009, con sede en Londres, y contamos con una participación sustancial del equipo.

Jamie Hammond,
Head of International Distribution

¿Puede hablarnos de su estrategia de inversión? Tengo entendido que se lanzó originalmente en Henderson Global Investors.

Sí, nuestra estrategia se lanzó originalmente a finales de 2005, cuando el equipo gestionaba los fondos Industries of the Future de Henderson.
Adoptamos un enfoque muy colegiado: todo el equipo contribuye y tiene una opinión sobre todas las participaciones de la cartera. Creemos que, como sociedad gestionada por el propietario, nuestro equipo está incentivado para tomar decisiones a largo plazo.


También contamos con el apoyo de un comité de asesores independientes, compuesto por expertos de primera línea en el sector ESG. Este comité se reúne tres veces al año y su función principal es revisar las participaciones del fondo y asegurarse de que cumplen tanto el espíritu como la letra de los criterios de sostenibilidad del fondo.

¿Tengo entendido que son una empresa B? ¿Qué significa eso?

Sí, WHEB es una Corporación B certificada. Esto significa que nuestro objetivo es crear valor para todas las partes interesadas en nuestro negocio (incluidos los clientes, los empleados, el medio ambiente y la sociedad civil), no sólo para nuestros accionistas.

Las B Corps son empresas con ánimo de lucro certificadas por el Laboratorio B sin ánimo de lucro para cumplir con rigurosos estándares de desempeño social y medioambiental, responsabilidad y transparencia.

En la WHEB buscamos activamente dar forma al sistema financiero en su conjunto para apoyar y permitir una inversión de impacto más sostenible y positiva. Participamos activamente en diversas organizaciones que comparten esta ambición y están a la vanguardia de la inversión sostenible y responsable.

Adoptamos un enfoque muy colegiado: todo el equipo contribuye y tiene una opinión sobre todas las participaciones de la cartera.

¿Puede hablarnos de su enfoque de inversión?

Contamos con una estrategia de renta variable global, desarrollada a largo plazo y probada a lo largo de los ciclos de mercado. Se centra en nueve temas de inversión sostenible con fuertes características de crecimiento, derivadas de la aportación de soluciones a los principales retos sociales y medioambientales.

Los valores individuales se seleccionan mediante un proceso de investigación ascendente, fundamental y riguroso para identificar empresas de alta calidad.

Hemos desarrollado una herramienta llamada Impact Engine, que se encuentra en el centro de nuestro proceso de inversión y nos ayuda a analizar los productos en términos de su impacto. Si, como empresa, ha desarrollado una nueva tecnología que ayuda a cambiar el coche de combustión interna a vehículo eléctrico, podemos ver con esta herramienta cuánto está mejorando las emisiones. La herramienta recoge todas estas dimensiones diferentes y nos permite mantener una conversación en el equipo de inversión sobre ellas.

También tenemos un "Mapa de Impacto" para cada empresa. Evaluamos el impacto en el eje Y. En el eje X miramos la ESG, y cada empresa de la cartera está representada en este gráfico. Cuando se entra en el sitio web, se explica un poco sobre la empresa en la que hemos invertido y por qué tiene un impacto positivo.

¿ Quieres saber más sobre iMGP Sustainable Europe?

La filosofía de inversión

Más información

Rentabilidad de los fondos

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1.600 millones de dólares en activos a finales de diciembre de 2022.

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