The Fund seeks income and capital growth by direct or indirect investing in a balanced portfolio of ethically screened global equities, sterling bonds and other asset classes.
We aim to be good stewards of our investors’ money.
The Fund invests in a number of asset classes including equities, bonds, property and infrastructure. It will do this by investing in other funds managed by Epworth and external managers. The Fund may also invest in, or hold, cash or near cash.
When investing in corporates they are characterised by financial strength and above average management teams. They pursue long-term sustainable growth strategies and have active regard to wider stakeholder interests.
To meet our investors’ wishes, we will avoid companies that are completely or mainly involved in alcohol, armaments, gambling, high interest lending, the oil and gas sector, pornography, tar sands, thermal coal and tobacco.
For its property exposure the Fund utilises the Property Income Trust for Charities (PITCH), managed by Swiss Life Asset Managers UK.
| To 31 March 2025 | 1 year % |
3 years % p.a. |
Since 01.08.19 % p.a. |
|---|---|---|---|
| Fund | -0.8 | 0.8 | 3.5 |
*Fund launched 11 June 2019. Actual performance based on Income Units launched after market close on 1 August 2019. Fund performance is net of fees. Past performance is not a reliable indicator of future performance.
| Date | Unit value p | Distribution p |
|---|---|---|
| 7 July 2025 (Income units) | 113.43 | - |
| 7 July 2025 (Accumulation units) | 128.16 | - |
All charities in England, Wales, Scotland and Northern Ireland may invest in the Epworth Investment Funds for Charities.
Download an application form and further fund details below:
For more information from Epworth directly, please email enquiries@epworthim.com 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.
