020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

WHEB SUSTAINABILITY A - Fund overview

No Bestinvest rating
Find rated global funds


Overview of WHEB SUSTAINABILITY A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. WHEB SUSTAINABILITY A does not fall into either of these categories at present.

Standard Initial Charge

5.00% 

Fund summary

Sector  Global
Product type  OEIC
Launched  June, 2009
Size  £28m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 96.10p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.50%

Bestinvest says


No information available.

Portfolio

wheb sustainability a asset allocation illustration
Allocation Proportion
Equity 94%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 6%
wheb sustainability a equity geographic illustration
Allocation Proportion
UK 8%
Europe 42%
Nth America 38%
Japan 4%
Pacific 8%
Other Equity
wheb sustainability a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


To provide long term capital growth by investing globally in the most compelling growth themes of the 21st Century. The managers consider that these growth themes are climate change, water and demographics.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.2