“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.
In the news Epworth Investment Management was delighted to sponsor the Children and Youth Award at the Charity Awards 2021, which was held virtually on 10 June 2021. After a very challenging year for UK charities, it was a great way to celebrate the fantastic work and achievements of the charity sector.
In the news Roz joins in the newly created role and will be responsible for all matters relating to the investment functions of Epworth and the CFB. Epworth Investment Management (Epworth), the UK investment manager dedicated to serving the needs of churches and charities, is pleased to announce that Roz Amos has today joined as Chief Investment Strategist. […]
The Central Finance Board of the Methodist Church and its FCA regulated subsidiary Epworth Investment Management Limited are hiring a Head of Business Development and Client and Business Development Administrator.
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.