Epworth is committed to delivering a high quality investment service providing an attractive balance of risk and return.
Epworth seeks both superior returns and improved ethical standards. Our approach of avoiding investments in particular businesses and encouraging better practices in others can help trustees hold investments that do not conflict with the aims of their charity.
Our 50 years of charity and church investment experience leaves us ideally positioned to meet charity investment needs.
The Affirmative Common Investment Funds offer simple and effective pooled investment funds offering reduced risk through diversification; simple administration; income paid gross and low fees.
Epworth believes that a high quality investment service need not come at a high price.
| Management | Corp. Trustee | |
| % p.a. | % p.a. | |
| Affirmative Equity Fund | 0.25 | 0.04 |
| Affirmative Fixed Interest Fund | 0.20 | 0.04 |
| Affirmative Corporate Bond Fund | 0.25 | 0.04 |
| Affirmative Deposit Fund | 0.20 | 0.02 |
Our services are built upon the 50 years of Church investment experience of the Central Finance Board of the Methodist Church (CFB). An innovator in socially responsible investment, Epworth enables the CFB’s expertise and services to be offered to the wider charitable world. Our ethical perspective has a broad appeal to conscientious investors within the secular and Christian world.
