for Charities

Ethical Investment for Charities

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.

Read more about the Epworth ethical investment philosophy and process →

Common Investment Funds

* Historic yield to 31 October 2017

The Affirmative Common Investment Funds offer charities simple and effective investment vehicles that employ Epworth's financial and ethical expertise.

Explore the Affirmative Funds →

Download Affirmative Interim Report 2017 →

Charity Investment Manager

Charity Investment Manager Clients

Epworth (together with the CFB) manages in excess of £1.3 billion of charity and charity pension funds.

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Charity Discretionary Fund Management

Charity Discretionary Fund Management

Please contact us for more information on our discretionary fund management service.