Epworth Multi-Asset Fundfor Charities

An all-in-one fund solution for charities looking for a good level of income and capital growth through a blend of different assets.

It takes a Christian ethical approach to investing.

Investment objectives

The Fund seeks income and capital growth by direct or indirect investing in a balanced portfolio of ethically screened global equities, sterling bonds and other asset classes.

Christian ethical investment

We aim to be good stewards of our investors’ money.

The Fund invests in a number of asset classes including equities, bonds, property and infrastructure. It will do this by investing in other funds managed by Epworth and external managers. The Fund may also invest in, or hold, cash or near cash.

When investing in corporates they 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, pornography, tar sands, thermal coal and tobacco.

For its property exposure the Fund utilises the Property Income Trust for Charities (PITCH), managed by Mayfair Capital.

Performance*

To 31 March 2019 1 year
%
3 years
% p.a.
5 years
% p.a.
10 years
% p.a.
Fund +7.0 +8.7 +6.6 +9.5
0 0 0 0

* Performance is simulated based on the CFB Managed Mixed Fund. The funds share investment processes and teams. Performance data has been re-calculated using the charges applicable to the Epworth Multi-Asset Fund for Charities. Past performance is not a reliable guide to future performance.

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: