Our mission is to seek practical solutions which combine Christian ethics and investment returns ...
The Living Wage has been at the heart of Epworth engagement for several years ...
The campaign for disinvestment from fossil fuel companies has become a major consideration ...
In the past year we have become signatories of the Business Benchmark on Farm Animal Welfare ...
Our main collaboration is through the Church Investors Group, in which we play a major role ...
Epworth Investment Management Ltd is a specialist ethical fund manager in church and charity investment.
It was founded in 1996 to provide churches and charities with access to the ethical and investment expertise of the Central Finance Board of the Methodist Church, the fund managers of the Methodist Church in Great Britain.
Epworth seeks to improve the ethical profile of investment portfolios by avoiding investments in particular businesses and encouraging better practices in others.
Investing through Epworth can help charities and churches hold investments consistent with their own ethical policies.
* Historic yield to 8 September 2017
The Affirmative Common Investment Funds offer charities simple and effective investment vehicles that employ Epworth's financial and ethical expertise.
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Download Affirmative Interim Report 2016 →
* A.E.R. as at 19 September 2017
For charities wishing to maximise interest on cash balances, the Affirmative Deposit Fund for Charities has surpassed its benchmark and competitor for over 6 years.
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Epworth (together with the CFB) manages in excess of £1.3 billion of charity and charity pension funds.
Please contact us for more information on our discretionary fund management service.