THE EPWORTH MANAGED PORTFOLIO SERVICE (MPS)

For those who believe

With roots dating back to 1960, Epworth is an investment manager dedicated to Christian ethical investing.

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.

OUR RISK TARGETED PORTFOLIOS

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

ETHICAL PILLARS

Our ethical pillars underpin policies, keep the firmgrounded in its theology, and allow us to betterrespond to existing and emerging issues.

OUR PORTFOLIOS

  • Are available through regulated Independent Financial
    Advisers exclusively via our partners.
  • 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 Officer from Epworth.

ENQUIRE

FINANCIAL ADVISORS

Considering our managed portfolio service for your clients? For more information, or to speak to one of our team, please email enquiries@epworthim.com or fill out the form below.

PRIVATE INVESTORS

Our managed portfolios are available for investment via an Independent Financial Advisor

Email your IFA with details of the Epworth MPS.