QUARTERLY INVESTMENT UPDATE

Q1 2024

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EPWORTH CASH PLUS FUND FOR CHARITIES

Offers charities a competitive interest rate of 5.17% A.E.R.

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COMMITTED TO CLIMATE

Epworth helps improve banks' climate pledges

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OUR SERVICES

Discretionary
Service for
Charities

WE BELIEVE IN MAKING A DIFFERENCE...

Like you, we want to address the climate emergency, end modern slavery, improve nutritional offerings, promote wellbeing, and tackle all sorts of injustices in the UK and around the world.

Read the latest Stewardship Code report below.

INVESTMENTS FOR
CHARITIES & CHURCHES...

For charities big or small looking for a simple way of investing in a diverse investment universe, we offer the Epworth Multi Asset Fund – an investment can be as little as £1,000.

For larger charities in need of investment advice or a more bespoke service, we offer our Discretionary Portfolio Service. We take the time to understand your organisation’s individual requirements, as well as your risk tolerance to construct a portfolio based upon one of our five investment strategies, all with carefully selected investment vehicles using our Christian ethical criteria.

INVESTMENTS FOR INDIVIDUALS...

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 for both people and planet as it’s the right thing to do.

Assessment of
Value Report

UK Stewardship Code Report 2022

Pillars

JACEI Annual Report
2022

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‘DO NO HARM’

The rules from John Wesley, the founder of Methodism, are simple: “Do no harm. Do good. Stay in love with God.”

Ignites Europe welcomes Andrew Harper, the Chief Responsibility Officer at Epworth Investment Management, to discuss Epworth’s investment approach of balancing returns with ethics.

POLICIES

Through improving corporate behaviour within these ethical categories, we believe that companies have the potential to help improve the lives of people and the state of our planet.

EARTH & ECOSYSTEM

All creation belongs to God. We are to be good stewards and are to contribute to the renewal and flourishing of all creation.

LABOUR

All people have the right to employment at a living wage and in conditions that do not violate their human dignity or deny their opportunity to flourish.

EQUALITY

All people are worthy of value and dignity as they are made in the image of God.

CONFLICT

All people and companies should work actively toward peace.

SOCIETY

All people should be enabled to thrive in flourishing communities and have the opportunity to enjoy life in its fullness. The poor and those who are excluded should be centred and prioritised.

HEALTH & WELLBEING

All people have the right to the essential elements that contribute to human flourishing: healthy food, clothing, secure housing, healthcare, education, and social programmes.

FAIRNESS, RESPONSIBILITY & TRANSPARENCY

Companies are participants in society and share in the individual’s obligation to justice and the common good. Seeking the common good involves honesty and truth, and may demand restitution, forgiveness, reconciliation and ultimately transformation.

Our Christian approach to ethics lies at the heart of our organisation
and are consistent with these beliefs.