Quick Stats

Bid Price - Offer Price -
Mid Price GBX 158.01 Day Change GBX -0.35 (-0.22%)
Price Date 18 Jan 2018 Crown Rating 3
Shares Class Inc. Yield 0.79 %
Total Expense Ratio 1.01 Fund Size 193,000,000.00
Launch Date 26/05/2009 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.85 Sector IMA UK Equity Income
Min Investment (£) 3,000.00 Total Expense Ratio (%) 1.01
ISIN GB00BHBFFN03 Min TopUp (£) 500.00

Fund Objective

The aim of the Fund is to achieve capital growth over the medium to longer term.

Fund Managers

Ted Franks
Ted is lead Fund Manager for the Fund. He joined WHEB Asset Management in March 2009, shortly after it was founded, and helped to launch the Sustainability Fund in June of that year. He was Associate Fund Manager for the Fund from October 2011, and co-Fund Manager from June 2015 until March 2016. 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 CFA Charterholder, and a Chartered Accountant and has a degree in Philosophy and Economics from Bristol University.
Ty Lee
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.