To achieve a competitive level of income from cautious investment in a highly liquid portfolio of investments, whilst maintaining the ability of depositing charities to make withdrawals at short notice.
It provides:
| To 31 December 2024 | 1 year % |
3 years % p.a. |
5 years % p.a. |
Since 01.11.06 % p.a. |
|---|---|---|---|---|
| Fund | 5.07 | 3.56 | 2.24 | 1.77 |
| Date | Daily rate % | A.E.R. % |
|---|---|---|
| 8th May 2025 | 4.20 | 4.29 |
| 23rd April 2025 | 4.30 | 4.39 |
| 9th April 2025 | 4.35 | 4.44 |
| 7th February 2025 | 4.40 | 4.49 |
| 15th January 2025 | 4.50 | 4.59 |
| 6th January 2025 | 4.55 | 4.65 |
| 13th November 2024 | 4.60 | 4.70 |
| 21st October 2024 | 4.65 | 4.75 |
| 2nd October 2024 | 4.75 | 4.85 |
| 16th September 2024 | 4.80 | 4.91 |
| 4th September 2024 | 4.85 | 4.96 |
| 6th August 2024 | 4.90 | 5.01 |
| 1st August 2024 | 5.00 | 5.12 |
| 24th April 2024 | 5.05 | 5.17 |
| 19 February 2024 | 5.10 | 5.22 |
| 2 February 2024 | 5.15 | 5.27 |
| 2 January 2024 | 5.20 | 5.33 |
| 23 October 2023 | 5.25 | 5.38 |
| 3 July 2023 | 4.90 | 5.01 |
| 1 June 2023 | 4.30 | 4.39 |
| 3 May 2023 | 4.00 | 4.07 |
| 4 April 2023 | 3.80 | 3.87 |
| 2 March 2023 | 3.55 | 3.61 |
| 3 February 2023 | 3.40 | 3.45 |
| 4 January 2023 | 3.15 | 3.20 |
| 1 December 2022 | 2.80 | 2.84 |
| 1 November 2022 | 2.50 | 2.53 |
| 17 October 2022 | 2.10 | 2.12 |
| 3 October 2022 | 2.00 | 2.02 |
| 2 September 2022 | 1.70 | 1.71 |
| 1 August 2022 | 1.35 | 1.36 |
| 4 July 2022 | 1.10 | 1.11 |
| 8 June 2022 | 0.90 | 0.90 |
| 12 May 2022 | 0.75 | 0.75 |
| 1 April 2022 | 0.45 | 0.45 |
| 1 March 2022 | 0.22 | 0.22 |
| 10 February 2022 | 0.15 | 0.15 |
| 4 January 2022 | 0.10 | 0.10 |
| 1 January 2021 | 0.01 | 0.01 |
| 1 December 2020 | 0.10 | 0.10 |
| 1 November 2020 | 0.30 | 0.30 |
| 1 October 2020 | 0.45 | 0.45 |
| 17 January 2019 | 0.70 | 0.70 |
All charities in England, Wales, Scotland and Northern Ireland may invest in the Epworth Cash Plus Fund for Charities.
Download an application form and further fund details below:
For more information from Epworth directly, please email enquiries@ei.gem.li or fill in the form below:
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.
