Sustainability Disclosure Requirements

To assist clients in achieving their financial objectives, WH Ireland is committed to providing the information needed to ensure personal investment choices are made in line with their sustainability preferences or goals.

The below table sets out the list of funds making sustainability claims that WH may invest in. Some funds might have one of four sustainable investment labels. The four labels and their objectives are:

Sustainability Focus: these funds invest mainly in assets that focus on sustainability for people or the planet. Examples may include activities to support the production of energy, for example, from solar, wind or hydrogen. 

Sustainability Improvers: these funds invest mainly in assets that may not be sustainable now, but aim to improve their sustainability. Examples may include investments in companies that are on a credible path to net zero by 2050, or are committed to improving social standards such as human rights.

Sustainability Impact: these funds invest mainly in solutions to sustainability problems with an aim to achieve a positive impact for people or the planet. Examples may include renewable energy generation and social housing.

Sustainability Mixed Goals: these funds invest mainly in a mix of assets that either focus on sustainability, aim to improve their sustainability over time, or aim to achieve a positive impact for people or the planet. Examples may include a mixture of investments from the labels above (Focus, Improvers and Impact).

Additional consumer-facing disclosure documents are provided by the funds below. These disclosure documents explain the investment’s key sustainable features.

It is worth noting that overseas products are not subject to the UK sustainable disclosure and labelling regime. Further information on the regime itself can be found on the following FCA webpage: https://www.fca.org.uk/consumers/sustainable-investment-labels-greenwashing.