Epworth Cash Plus Fundfor Charities

Offers charities a competitive interest rate of 0.10% 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 0.10%)
  • 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


30 September 2021 1 year
3 years
% p.a.
5 years
% p.a.
% p.a.
Fund 0.1 0.5 0.4 1.4
Benchmark 0 0 0 0

Interest rate

 Daily rate
4 January 20220.100.10

View historic prices

How to invest

Due to a substantial growth in assets, the Epworth Cash Plus Fund for Charities is currently closed to new applications.

Charities are still welcome to complete an application form. Their application will be assessed and, as appropriate, put in a queue to join the Fund, should capacity become available.