Product Name |
Pengana WHEB Sustainable Impact Fund |
Issuer |
Pengana Capital |
Category |
Investment |
Type |
Fund or Trust |
Target |
Retail, Wholesale |
Certified Since |
2017 |
Asset Classes |
International equities |
Markets |
New Zealand, Australia |
Investment Approaches |
Sustainability themed, Impact investing |
It Includes: |
|
It has some level of screening for: |
|
It fully excludes: |
|
Broker | Responsible Returns |
URL | https://www.responsiblereturns.com.au/investment-options/pengana-wheb-sustainable-impact-fund/profile |
Overview
The Pengana WHEB Sustainable Impact Fund invests in a diversified global portfolio of companies with activities identified by WHEB as providing solutions to the challenges of sustainability. The Fund’s portfolio holds predominantly listed global equities. The strategy features active stock-picking with individual stocks being selected through a rigorous ‘bottom-up’ stock-by-stock fundamental research process. The Fund’s investment objective is to achieve capital growth over the medium to longer term. Pengana Investment Management Limited (Pengana) is the responsible entity of the Fund and has appointed WHEB Asset Management LLP as the investment manager for the Fund.
Description