Pengana WHEB Sustainable Impact Fund
Responsible Investing Approach
The Pengana WHEB Sustainable Impact Fund invests in companies with activities providing solutions to sustainability challenges. WHEB has identified critical environmental and social challenges facing the global population over the coming decades including a growing and ageing population, increasing resource scarcity, urbanisation and globalisation. The Fund invests in companies providing solutions to these sustainability challenges via nine sustainable investment themes - five of these are environmental (cleaner energy, environmental services, resource efficiency, sustainable transport and water management) and four are social (education, health, safety and well-being).
WHEB engages directly with companies and other stakeholders in order to generate additional insights into company practice or a particular issue, to exercise influence to improve corporate management and performance, or the direction of a future policy.
Documents
Exclusions
The Fund Manager has not specified any Exclusions policy or approach applicable to the Fund.
Inclusions
WHEB's focus is to invest in companies that have a positive impact on critical social and environmental challenges. WHEB has identified five environmental (Cleaner Energy, Environmental Services, Resource Efficiency, Sustainable Transport and Water Management) and four social (Education, Health, Safety and Well-being) investment themes. These themes directly support seven of the UN's Sustainable Development Goals (SDGs). Each investment theme comprises a range of products and services that provide solutions to these challenges.
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UN Sustainable Development Goals
Conventions & Treaties
Pengana Capital Group and WHEB Asset Management are signatories to the United Nations-backed Principles for Responsible Investment (PRI). WHEB's investment strategy covers five environmental and four social themes that directly support seven of the UN's Sustainable Development Goals.
| Conventions & Treaties | Aligned |
Description
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|---|---|---|
| Principles for Responsible Investment | Yes | Signatory |
| UN Sustainable Development Goals | Yes | WHEB's investment strategy covers five environmental and four social themes that directly support seven of the UN's Sustainable Development Goals. |
ESG Score
| ESG Score |
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|---|---|---|---|
| Does the portfolio have an ESG score? | Not disclosed | ||
| If so, who is responsible for calculating the score? | Not disclosed | ||
| If a score is calculated, is this publicly available; i.e. displayed in monthly reports, on your website, etc.? | Not disclosed | ||
| If the portfolio has an ESG score, how often is that score recalculated to account for changes to portfolio holdings? | Not disclosed | ||
Impact Investing Score
| Impact Investing Score |
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|---|---|---|---|
| Does the portfolio have an Impact Investment score? | Yes | ||
| If a score is calculated, is this publicly available; i.e. displayed in monthly reports, on your website, etc.? | Yes | ||
| If the portfolio has an Impact Investment score, how often is that score recalculated to account for changes to portfolio holdings? | |||
| Does the fund publish its holdings publicly? | Yes | ||
Policies, Certification & Marketing
| Policies, Certification & Marketing |
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|---|---|---|---|---|
| Responsible investing policy | View Responsible investing policy document | |||
| Proxy voting policy | View Proxy voting policy document | |||
| Stewardship policy | View Stewardship policy document | |||
| Modern slavery policy | View Modern slavery policy document | |||
| Is the fund RIAA certified? | Yes | |||
| Date certified | ||||
| Video Presentation | View Video Presentation | |||
| Sustainability & Responsible Investment Policy | View Sustainability & Responsible Investment Policy document | |||
| Impact Measurement Methodology | View Impact Measurement Methodology document | |||
| Stewardship and Engagement Report 2022 | View Stewardship and Engagement Report 2022 document | |||
| Stewardship Report 2022 | View Stewardship Report 2022 document | |||
| Net Zero Carbon Report | View Net Zero Carbon Report document | |||
Pengana WHEB Sustainable Impact Fund
Strategy Summary
The Pengana WHEB Sustainable Impact Fund focuses on companies which produce goods and services that provide a positive environmental and social impact. Pengana has appointed UK-based WHEB Asset Management LLP (WHEB) to manage the Fund. The portfolio is actively managed and stock selection is based on deep research integrating financial factors with environmental, social and governance factors.Key Terms
| Status: | Open | Inception Date: | Feb 2018 |
| Strategy: | Equity Long | Style: | Growth |
| Geography: | Global | Domicile: | Australia |
| Investors: | Retail | Min. Investment: | AU$10000 |
| Mgmt. Fee: | 1.35% | Perf. Fee: | 0% |
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