Epworth Cash Plus Fundfor Charities

Offers charities a competitive interest rate of 5.22% A.E.R. on their cash deposits, with same day access to their money available.

Investment objectives

To achieve a competitive level of income from cautious investment in a highly liquid portfolio of investments, whilst maintaining the ability of depositing charities to make withdrawals at short notice.

It provides:

  • A competitive interest rate (currently 5.22% A.E.R.)
  • Same day access to your funds
  • A dedicated client team – for ease of administration
  • Security – cash is spread across a wide range of financial institutions, not just one provider


To 30 September 2023 1 year
3 years
% p.a.
5 years
% p.a.
% p.a.
Fund 3.8 1.5 1.1 1.5
Benchmark 0 0 0 0

Interest rate

 Daily rate
19 February 20245.105.22

View historic prices

How to invest

All charities in England, Wales, Scotland and Northern Ireland may invest in the Epworth Cash Plus Fund for Charities.

Download an application form and further fund details below: