Christian Charities
Faithful Stewardship. Ethical Investing.
Helping Christian charities grow and manage their resources without compromising their values.
At Epworth Investment Management, we partner with Christian charities that want their investments to reflect their faith. As a specialist in Christian charity investment management, we ensure your finances are managed with integrity, guided by Christian principles and ethical values.
Whether your organisation focuses on local ministry, global mission, or social justice rooted in the Gospel, our ethical investment solutions for Christian charities are designed to support and strengthen your work. With long experience serving the Church, we provide trusted, faith-driven investment strategies that uphold your Christian mission.
Hear from our clients to understand what Epworth can offer you.
Why Epworth?
Faithful to Christian Values
Our investment process is grounded in Christian ethical principles, enabling your charity to manage its financial resources in ways that reflect your mission and beliefs.
Supporting Charitable Purpose
We work with Christian organisations engaged in local outreach, global development, education, and social care — helping ensure that your reserves are working in line with your calling.
Ethical Clarity and Oversight
We apply robust screening to avoid sectors such as armaments, fossil fuels, gambling, and poor labour practices, while engaging with companies to encourage better standards.
Experienced and Mission-Aligned
With a long history of serving faith-based charities, we provide trusted, transparent investment solutions tailored to your organisation’s structure, goals, and values.
investment options
The WS Epworth Multi Asset Fund is an all-in-one investment fund solution for charities, seeking to deliver an attractive level of income and long-term capital growth.
The Fund is designed for charities of all sizes and invests both directly and indirectly in a balanced portfolio of ethically screened equities, bonds, property, cash, and alternative assets.
Our Discretionary Service for Charities (DSC) provides an investment management service whereby portfolios are constructed to meet the specific objectives and risk tolerance of each charitable organisation.
We work in collaboration and partnership with trustees to actively manage the organisation’s investments on their behalf.
The Epworth Cash Plus Fund is designed to help charities manage their liquid assets efficiently. It offers same-day access to deposits* while aiming to deliver a competitive interest rate (currently 4.07% A.E.R.).
Charities’ funds are pooled and invested through diversified, high-quality financial instruments across multiple banking counterparties. Epworth actively manages these investments based on the outlook for interest rates and counterparty suitability.
Ethical Approach
Our approach is rooted in Christian ethics. We avoid companies involved in armaments, fossil fuels, gambling, or poor labour practices. We also actively engage with companies to promote better standards in areas such as human rights and environmental care.
As a subsidiary of the Central Finance Board of the Methodist Church, our heritage informs everything we do and gives you confidence in our long-standing ethical framework.
speak to us today
Feel ready to explore what Epworth can offer your Christian charity? Click the button opposite to book an introductory call with our Head of Business Development, Simon Woolnough. Alternatively, click the button next to it to request a brochure of one or more of our products.
Simon Woolnough
Head of Business Development
s.woolnough@epworthim.com
07584 142 438
020 7496 3639
FAQs for Christian Charities
How does Epworth’s partnership with Christian Aid benefit our mission?
Through the WS Epworth Multi-Asset Fund, 50% of the fund’s management fee** is donated directly to Christian Aid’s In Their Lifetime programme. Your reserves work twice: aiming for long-term financial growth while supporting community-led projects tackling poverty, climate resilience and inequality.
Are Epworth’s ethical screens rooted in Christian principles?
Yes. Our process is grounded in seven Christian ethical pillars (Creation care, Labour, Equality, Conflict, Society, Health & Wellbeing, Fairness/Responsibility/Transparency) and implemented via published tolerances:
- 0% (zero-tolerance): controversial weapons; fossil-fuel extraction/refining (thermal coal; oil & gas; tar sands; Arctic drilling); tobacco manufacture; production of pornographic content; predatory/high-interest lending; animal testing for cosmetics/household products (exception only where required by law for pharmaceuticals); fur & exotic skins.
- 5%: strategic & combat weapons; civilian firearms & ammunition; tobacco-related products (retail/packaging/machinery); distribution of pornographic content; recreational cannabis; gambling; fossil-fuel power companies expanding coal or lacking a credible net-zero plan; breast-milk substitutes where WHO Code/ATNI standards aren’t met; for-profit incarceration.
- 10%: alcohol (manufacture & wholesale; retail only permitted as a minor part of a broader non-alcohol business); regulated non-cosmetic animal testing with a commitment to the 3Rs (Reduction, Refinement, Replacement).
We also apply conduct-based exclusions (e.g., serious human-rights or environmental breaches, climate misalignment) and exclude certain sovereign bonds from oppressive regimes.
Can we receive reports linking our investments to ethical outcomes?
Yes. We publish stewardship and accountability reports (e.g., Stewardship Code, JACEI) and provide fund factsheets and updates that explain our screening, engagement and voting, so you can evidence ethical impact to trustees and supporters.
Is investing with Epworth better than donating our reserves directly?
They serve different purposes. Donating provides immediate impact. Investing ethically with Epworth aims to grow reserves over time while reflecting Christian values; with the Multi-Asset Fund, a portion of fees supports Christian Aid**, so you combine long-term stewardship with present-day mission impact.
What role does the Methodist Church play in Epworth’s oversight?
Epworth is wholly owned by the Central Finance Board of the Methodist Church and is authorised and regulated by the FCA. This church ownership and governance underpin our ethical mandate and accountability.
*We reserve the right to require 7 days’ notice of withdrawals in exceptional circumstances but typically provide same day access. Full details and terms, including the Scheme Particulars, can be found at www.epworthim.com.
**No Fee sharing on Income “A” share class