• INFO@SQUAREMILERESEARCH.COM

Front_RatingsRoundupDetail

RATING RETAINED

FP WHEB Sustainability Impact Fund C ACC (GBP)

Posted @ 30/01/2025 09:33 Posted in Ratings Roundup

The recent announcement (28 January 2025) that WHEB has been acquired by Foresight Group has not currently affected our existing Responsible AA rating.

Following a call with George Latham, managing partner of WHEB, our initial view is that this corporate action will not materially affect the management process of the fund. Indeed, we believe that there may be several positives for WHEB as a group in this acquisition. This includes WHEB benefitting from Foresight’s distribution infrastructure, risk management and governance and a complementary pedigree of impact investing which we think aligns culturally with WHEB's philosophy.

As part of our ongoing due diligence on the fund, we are scheduled to meet with the WHEB team in February 2025. We will examine this takeover thoroughly and provide a further update at that time.

For more information:

Visit the FP WHEB Sustainability Impact Fund page

Feedback