Epworth Investment Management

is a specialist 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.

Our Mission

  • to provide a high quality investment service seeking above average returns
  • to follow a discipline in which the ethical dimension is an integral part of all investment decisions
  • to construct investment portfolios consistent with the moral stance and teachings of the Christian faith
  • to encourage strategic thinking on the ethics of investment
  • to be a Christian witness in the investment community

The Affirmative Funds

In seeking to meet the aims of the Mission Statement, The Affirmative Equity Fund for Charities and The Affirmative Fixed Interest Fund for Charities were launched in August 2001. These were established by the Charity Commission as Common Investment Funds under section 24 of the Charities Act 1993.

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A new fund, The Affirmative Deposit Fund for Charities, was launched in November 2006. The fund is designed for investors who are looking to achieve higher rates of interest than are normally available on bank deposit accounts with minimal risk of capital loss.

Churches and charities with ethical policies may find the Affirmative Funds are suitable vehicles to meet their investment needs.

Downloads

Interim Report and Accounts - Six Months to 30 April 2008
Annual Report and Accounts - 2007