A global equity fund for charities looking for a good level of income and long-term capital growth.
It takes a Christian ethical approach to investing.
The Fund seeks to provide a level of income and capital growth greater than that of the FTSE All World Index (measured in Sterling) by investing ethically in the shares of global companies.
We aim to ensure that our portfolios are consistent with the Christian faith. We are stewards of our investors’ capital and seek to use our influence to improve ethical standards by engaging with the management of the businesses we invest in.
The Fund will seek to establish a diversified portfolio of sustainable companies to capture exposure to all significant sectors of the market. No sector will be automatically included or excluded. It will avoid investment in companies whose business is wholly or mainly involved in alcohol, armaments, gambling, high interest lending, the oil and gas sector, pornography, tar sands, thermal coal and tobacco.
Investor documents for the WS Epworth Global Equity Fund can be accessed using the links below. Instructions to sell or purchase units in the Fund can be made by contacting the Authorised Fund Manager, Waystone. To instruct a sale or purchase in the fund, please email ordergroup@waystone.com.
| To 30 June 2025 | 1 year % | 3 years % p.a. | Since 30.04.19 % p.a. |
|---|---|---|---|
| Fund | -0.1 | 9.6 | 8.9 |
| Benchmark † | 7.8 | 13.2 | 11.0 |
| Fund | Date | Distribution p | Unit value p |
|---|---|---|---|
| Unit value and distribution – Income units | 01-Oct-25 | 0 | 168.43 |
| Unit value and distribution – Accumulation units | 01-Oct-25 | 0 | 181.45 |
