MATTHEW JONES

PERSPECTIVES

MATTHEW JONES

January 2024

Matthew Jones, CFA joined Epworth in 2014. He holds a First-Class Economics Degree and is a CFA Institute Charterholder. He also holds the CFA's Sustainable Investment and Investment Management Certificates.

Matt became the manager of the Epworth Multi-Asset Fund in 2022 and is Chair of Epworth’s Asset Allocation and Fund Selection Committees. He has a background in equity analysis and corporate engagement, as well as experience managing cash and fixed income strategies.

Matt is a voluntary elected member of his local church council, where he sits on the finance and sustainability groups. His experience provides him a unique insight into modern investment challenges facing faith investors, and he regularly presents to clients and at conferences on these themes.

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General Enquiry Multi Asset Fund Cash Fund Discretionary Service For Charities

Epworth Investment Management Limited (Epworth) is authorised and regulated by the Financial Conduct Authority FCA registered number 175451. Incorporated in England and Wales. Registered number 3052894. Registered office Methodist Church House, 25 Tavistock Place, London, WC1H 9SF.

Epworth managed funds are designed for long term investors. The value of units in funds can fall as well as rise and past performance is not a guide to future returns. The level of income is also variable and investing in Epworth’s funds will not be suitable for you if you cannot accept the possibility of capital losses or reduced income. Any estimates of future capital or income returns or details of past performance are for information purposes and are not to be relied on as a guide to future performance.

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