Charity Investment Manager

Epworth Investment Management Ltd

(Epworth) is a specialist church and charity investment manager.

Based in the City of London, Epworth together with its parent organisation, the Central Finance Board of the Methodist Church, manages equity, bond and cash portfolios in excess of £1.3 billion.

Epworth is a leader in the ethical investment field, and aims to hold investments consistent with Christian ethical principles.

We use a range of Common Investment Funds, the Affirmative Funds for Charities to manage our clients’ investments. This allows us to tailor asset allocation to our clients’ needs, while keeping costs low, diversification appropriate and administration simple.

Investment philosophy

The Epworth investment philosophy is characterised by:

Active management

We take a long-term view on investment, seeking to add value through active management …

Conservative levels of risk

… whilst maintaining conservative levels of risk exposure compared to those of client benchmarks …

Low cost

… and seek to provide relatively liquid, low cost investment vehicles that allow clients to build customised portfolios that meet their individual investment requirements.

Charity investment team

Epworth only manages investments for charities and charity related pension funds. This means all Epworth staff members are immersed in charity investments and developments in the sector.

View the charity investment team →

Ownership and structure

Epworth is a private limited company (registered number 3052894) owned by the Central Finance Board of the Methodist Church (CFB), and is authorised and regulated by the Financial Conduct Authority (FCA).

The CFB was established by Act of Parliament in 1960, whilst Epworth Investment Management was founded in 1996 so that the CFB’s charity investment expertise and services to be offered to the wider church and charitable world.

Funds under management

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

Charity investment clients

We manage funds for over 100 charity and church clients, with assets from under £1m to over £100m. In addition we manage a further 8,000 individual cash accounts.