By downloading an Application Form you acknowledge that you have read and understood the information below.
Epworth Investment Management Limited (Epworth) is incorporated in England & Wales, registered number 3052894 and is authorised and regulated by the Financial Services Authority (FSA).
The information on this Site is approved for issue by Epworth. This Site provides information only about Epworth and the Affirmative Funds for Charities. Epworth is not providing investment advice through this Site (or in any other information about the funds) and charities should (where appropriate) obtain their own investment advice when making investment decisions. Charities based outside Great Britain and Northern Ireland are not entitled to invest in the funds.
Epworth uses all reasonable efforts to ensure that the information on this Site is accurate and up to date. However, no warranty is made to the accuracy, suitability or completeness of any such information and Epworth hereby excludes any liability arising from the use of this Site or its content, however this may arise, for loss (whether direct or consequential), damage, costs or expenses of any nature.
The Affirmative Equity Fund for Charities (Charity no 1087228), The Affirmative Corporate Bond Fund for Charities (Charity no 1131752) and The Affirmative Fixed Interest Fund for Charities (Charity no 1087227) are common investment funds established under section 24 of the Charities Act 1993 and the Affirmative Deposit Fund for Charities (Charity no 1115887) is a common deposit fund established under section 25 of the Charities Act 1993. HSBC Bank plc is the Corporate Trustee and Epworth has been appointed as Manager of the Funds.
Further information, copies of the Schemes and Scheme particulars are available from the Manager.
The Affirmative Equity Fund for Charities, the Affirmative Fixed Interest Fund for Charities, The Affirmative Corporate Bond Fund for Charities are designed for long term investors. The value of units in the funds can fall as well as rise, as the funds reflect the value of the investments held in them. The level of income is also variable. The funds will therefore not be suitable for use if the possibility of capital losses or reduced income cannot be accepted.
Any estimates of future capital or income returns or details of past performance on this Site are for information purposes and are not to be relied on as a guide to future performance.
Units are only realisable on the dealing dates which occur fortnightly.
