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.
It takes a Christian ethical approach to investing.
The Fund seeks to provide income and capital growth exceeding that of the iBoxx Corporate Bond Index by investing in bonds that are issued by corporations in Pounds Sterling.
We aim to be good stewards of our investors’ money.
At least 90% of the portfolio will be invested in bonds issued by corporations. It may also invest, or have holdings of cash (and near cash). The Fund can hold corporate bonds of any credit rating and in any geography or sector.
We invest in corporates that are characterised by financial strength and above average management teams. They pursue long-term sustainable growth strategies and have active regard to wider stakeholder interests.
To meet our investors’ wishes, we will avoid companies that are completely or mainly involved in alcohol, armaments, gambling, high interest lending, the oil and gas sector, pornography, tar sands, thermal coal and tobacco.
|To 31 March 2022||1 year |
|3 years |
|5 years |
|10 years |
Fund launched 30 April 2019. *Simulated performance based on the CFB Corporate Bond Fund. The funds share investment processes and teams. Performance data has been re-calculated using the charges applicable to the Epworth Corporate Bond Fund for Charities. Fund performance is net of fees. Neither simulated past performance nor actual past performance are a reliable indicator of future performance. †iBoxx Corporate Bond Index.
|Unit value |
|19 May 2022 (Income units)||112.81||-|
|19 May 2022 (Accumulation units)||117.03||-|
All charities in England, Wales, Scotland and Northern Ireland may invest in the Epworth Funds for Charities.
Download an application form and further fund details below: