“UK charities told us they wanted an equity fund that would help save the planet while still aiming for good long term returns. So together we created one.”
The Epworth Climate Stewardship Fund for Charities allows UK charities to invest in a way that tackles the climate emergency while still aiming for above market returns.
Offering charities a competitive interest rate of 1.35% on cash deposits, with same day access to their money.
An all-in-one fund solution for charities looking for a good level of income and capital growth through a blend of different assets.
An equity fund for charities looking to earn good long term returns whilst tackling the climate emergency. It takes a Christian ethical approach to investing.
A UK equity fund for charities looking for a good level of income and long term capital growth.
A global equity fund for charities looking for a good level of income and long term capital growth.
A corporate bond fund for charities. The fund will look to achieve a higher level of income than the Sterling Sovereign Bond Fund, albeit with a higher level of risk.
A sterling denominated sovereign bond fund for charities looking for income with lower capital risk than investing in equities.
Collaborations and commitments Read our detailed report in response to the 2021 UK Stewardship Code
Insight into our unique Christian investment approach Epworth has strengthened its theological grounding through the development of ethical pillars. These pillars underpin policies, keep the firm grounded in its theology, and allow Epworth to better respond to existing and emerging issues.
The 2022 report of the Joint Advisory Committee on the Ethics of Investment.
Epworth has launched a new engagement initiative that takes aim at the mining industry and mined products.