“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 0.01% 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 As a PRI Signatory (Principles for Responsible Investment), we are pleased to announce that we attained the highest rating of A+ for our overall Strategy and Governance in the 2020 PRI Assessment Report. In fact, we scored above the median rating in all categories and are proud to share our latest report.
Ethical hub Epworth was among the first church and charity investors to publish an ethical policy on Climate Change (2009). It commits us to manage portfolios to take account of climate change, reduce carbon intensity and to engage with companies on the issue.
Featuring our work on Tax Justice, Principles of Responsible Investment, Modern Slavery and Mining.
About Epworth Founded in 1996, Epworth is an investment manager dedicated to serving the needs of Churches and Charities. We are stewards of our investors’ money and carefully select investments using Christian ethical criteria.