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.
The Epworth investment philosophy is characterised by:
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 …
… 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 →