Managed Portfolio Service

For those who believe

With roots dating back to 1960, Epworth is an investment manager dedicated to serving the needs of Churches initially, and then Charities (from 1996).

Our Managed Portfolio Service is our next chapter, as we are now able to use all our years of Christian ethical investing experience, to provide a retail solution to individuals, and not just organisations.

We are a not-for-profit organisation and our mantra is simple – we focus on investing in both People and Planet as it’s the right thing to do.

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Download Client Guide

For Those who Believe - Model Portfolio Service - Client Guide

Download Factsheets

We have five risk managed, diversified managed portfolios, all with carefully selected investment vehicles using our Christian ethical criteria.

Managed Portfolio Service Factsheet - Income CPI +2%
Income CPI +2%
Managed Portfolio Service Factsheet - Cautious Balanced CPI +3%
Cautious Balanced CPI +3%
Managed Portfolio Service Factsheet - Balanced CPI +4%
Balanced CPI +4%
Managed Portfolio Service Factsheet - Growth CPI +5%
Growth CPI +5%
Managed Portfolio Service Factsheet - Accelerated Growth CPI +6%
Accelerated Growth CPI +6%

Download Ethical pillars

Our ethical pillars underpin policies, keep the firm grounded in its theology, and allow us to better respond to existing and emerging issues.

Our portfolios

  • Are available through regulated Independent Financial Advisers exclusively via our platform partner. This allows for investment through a series of tax wrappers.
  • Are rebalanced regularly to ensure all our clients remain in line with the asset allocation of their chosen approach.
  • Are powered by the highly talented Canaccord Genuity ESG team, with oversight and governance by Epworth Investment Management. The power of this partnership allows the Christian ethical approach to be managed in the most efficient and cost effective way.

Investing for “No Foreseeable Harm”

Watch our webinar with Patrick Thomas, Head of ESG Portfolio Management from Canaccord Genuity Wealth Management and Rev Dr Andrew Harper, Chief Responsibility Manager from Epworth.

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Financial advisors

Considering our managed portfolio service for your clients? For more information, or to speak to one of our team please email enquiries@epworthinvestment.co.uk or complete your details below:

Private investors

Our managed portfolios are available for investment via an Independent Financial Advisor. Email your IFA with details of the Epworth MPS:

Email IFA

Or for more information from Epworth directly, please email enquiries@epworthinvestment.co.uk or complete your details below:

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