Climate Stewardship Fund - Performance

Climate Stewardship Fund – Performance

To 30 June 2025	1 year %	3 years % p.a.	Since 28.05.20 % p.a.
Fund	10.3	8.5	8.2
Benchmark †	11.2	10.7	10.5

*Fund launched 28 May 2020. Performance data has been calculated using Income B Units, which were available at launch only. These Units have a 0.10% per annum lower management charge than the Income and Accumulation Units that are now the only options available for new investment. Fund performance is net of fees. Past performance is not a reliable indicator of future performance. †FTSE All Share Index.

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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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