Investment in climate change, healthcare and water: the IM WHEB Sustainability Fund
Would you like an opportunity for an ethical investment that supports the creation of sustainable environmental, healthcare and water supply infrastructures throughout the world? Then the IM WHEB Sustainability Fund may be right for you.
The IM WHEB Sustainability Fund aims to achieve medium to long term capital growth which exceeds the performance of the MCSI World Index of shares.
The fund managers, Clare Brook and Nicola Donnelly, have 30 years’ combined experience of sustainable investment funds.
An IM WHEB Sustainability Fund investment places your money in a specialist fund investing in 3 key areas of ethical investment – climate change, demographics and healthcare products, and water. Only companies with market capitalisation of at least US$200m are considered for investment by the Fund.
Want to discuss IM WHEB Sustainability Fund investment? Make an investment enquiry now, or freephone 0800 678 5929
The IM WHEB Sustainability Fund – Climate Change
The managers of the IM WHEB Sustainability Fund believe that growing global concern about high energy prices and energy security have resulted in political pressure for a real shift towards sustainable energy alternatives. This has created huge growth potential for companies offering realistic energy efficiency services and solutions. Companies in which the fund invests currently include EnerNOC – a manufacturer of electricity monitoring systems which enable energy providers and users to streamline and reduce their consumption, and Eaga – a UK-based insulation installer helping with the government’s ‘Warm Front’ scheme to manage and reduce domestic energy consumption.
The IM WHEB Sustainability Fund – Demographics and Healthcare
The IM WHEB Sustainability Fund acknowledges the fact that the number of people in the EU aged 85 is set to treble by 2050. This age group require healthcare products and services at 9 times the rate of the rest of the population, creating growing demand for age-oriented healthcare products and services.
Companies you will invest in with an IM WHEB Sustainability Fund investment currently include orthopaedic aids manafacturer Zimmer, and the Italian hearing aids supplier Amplifon.
The IM WHEB Sustainability Fund – Water
Global water usage has tripled since 1980, and two thirds of the world’s population will face water shortages over the coming 15 years. The IM WHEB Sustainability Fund invests in companies that will help meet this demand by providing products and services including water metering, purification, and conservation.
The water industry investments of the IM WHEB Sustainability Fund currently include water metering systems maker Itron, the large Chinese water treatment and supply company Epure, and Insituform, a specialist in water pipe repair technology.
Investing in the IM WHEB Sustainability Fund
There are various options for investing in the IM WHEB Sustainability Fund. The minimum for a direct lump sum investment is £3,000, but investment through an ISA is possible with a minimum threshold of £1,000. A regular savings plan is also available for investing at least £100 per month. A regular withdrawal option is available for investors with over £10,000 in the fund.
The IM WHEB Sustainability Fund was launched in June 2009. Due to the relative concentration of the investments in the fund, high volatility is possible in the shorter term. For that reason the IM WHEB Sustainability Fund is regarded as a longer term investment.
Would you like to discuss an investment in the IM WHEB Sustainability Fund, or one of our other ethical investments? Make an investment enquiry now, or freephone 0800 678 5929
