Epworth UK Equity Fundfor Charities

A UK equity fund for charities looking for a good level of income and long term capital growth.

It takes a Christian ethical approach to investing.

Investment objectives

The Fund seeks to provide a level of income and capital growth greater than that of the FTSE All Share by investing ethically in the shares of UK companies.

Christian ethical investment

We aim to ensure that our portfolios are consistent with the Christian faith. We are stewards of our investors’ capital and seek to use our influence to improve ethical standards by engaging with the management of the businesses we invest in.

The Fund will seek to establish a diversified portfolio of sustainable companies to capture exposure to all significant sectors of the market. No sector will be automatically included or excluded. It will avoid investment in companies whose business is wholly or mainly involved in alcohol, armaments, gambling, high interest lending, the oil and gas sector, pornography, tar sands, thermal coal and tobacco.

Performance*

To 30 September 2021 1 year
%
3 years
% p.a.
5 years
% p.a.
10 years
% p.a.
Fund (actual) 28.2 - - -
Fund (simulated) - 4.1 6.6 8.6
Benchmark 27.9 3.1 5.4 8.2

Fund launched 30 April 2019. *Simulated performance based on the CFB UK Equity Fund. The funds share investment processes and teams. Performance data has been re-calculated using the charges applicable to the Epworth UK Equity Fund for Charities. Fund performance is net of fees. Neither simulated past performance nor actual past performance are a reliable indicator of future performance.

Unit value and distribution

Unit value
p
Distribution
p
2 December 2021 (Income units) 174.47 -
2 December 2021 (Accumulation units) 185.14 -

View historic prices

How to invest

All charities in England, Wales, Scotland and Northern Ireland may invest in the Epworth Investment Funds for Charities.

Download an application form and further fund details below: