WHEB Strategy Update & Impact Report Findings Webinar
Global Market Context
Strategy Review
Outlook
Highlights from 2024 Impact Report
Q&A
Ted Franks and Seb Beloe from the Pengana WHEB Sustainable Impact Fund discuss fund performance over the past 12 months, highlighting challenges from shifting US policy, weaker sentiment toward sustainability, and headwinds in clean energy and healthcare.
Despite short-term pressure, they emphasise compelling valuations, emerging policy support, and AI’s growing role in solving sustainability challenges. Seb outlines the 2024 Impact Report, showing a strategic shift toward more resilient areas like water management and safety, while maintaining strong ESG outcomes.
The session concludes with a positive long-term outlook, noting that the economic case for sustainable investing is stronger than ever, even if current sentiment doesn’t reflect it yet.
