FP WHEB Sustainability Fund R GBP Acc

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DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
Inception Date13/08/2021
Fund Advisor(s)
WHEB Asset Management LLP
Fund ManagerTed Franks
Manager Start Date01/06/2015
Bristol University, B.A./B.S.
Bristol Legal Institute, Diploma
Ted Franks joined WHEB Asset Management in March 2009, shortly after it was founded, and helped to launch the Sustainability Fund in June of that year. Ted built a career in banking around sustainability-related sectors before taking his convictions further. Before joining WHEB, Ted gained extensive experience in the renewable energy, water, waste and healthcare sectors at Dresdner Kleinwort and KPMG, advising on investments with a total value of over €15bn over seven years. Ted is a Chartered Financial Analyst and a Chartered Accountant, and won the Helen Somerville Prize during qualification. Ted has a degree in Philosophy and Economics from Bristol University and a Postgraduate Diploma in Law from Bristol Legal Institute.
Fund ManagerTy Lee
Manager Start Date01/10/2015
London Business School, M.S.
University of Hong Kong, B.A./B.S.
University of Hong Kong, B.A./B.S.
Ty focuses on generating investment ideas, researching opportunities and making stock recommendations based on in-depth analysis of companies and markets alongside Ted and the rest of the team. Prior to joining WHEB, Ty completed an MSc in Finance from London Business School. Before that, he worked as a Senior Associate at UOB Asia in Hong Kong, and prior to that he worked at Morgan Stanley and Accenture. Ty is a CFA Charterholder and has double degrees in Business Administration (Information Systems) and Software Engineering from the University of Hong Kong.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)