Key elements to our approach

In addition to our Christian ethical approach, the Epworth investment philosophy has the following key elements:

  • Active management: we believe this is the best way to add value for our investors.
  • Risk control: typically, our investors risk appetite is low. In response to this we look to construct diversified portfolios of sustainable companies with attractive growth prospects.
  • Low cost: management fees can be a significant drag on returns over time. We keep our costs low.

We carefully manage
risk and keep our costs
low for the benefit of
our investors.