The Epworth Discretionary service for charities (DSC)
Ethics you believe in, investments you can trust.
DISCRETIONARY PORTFOLIOS, INVESTED FAITHFULLY
Charity trustees are responsible for fulfilling both the financial and philanthropic goals of their organisation. This can be challenging and requires careful balance.
As charity specialists, we work directly with trustees to understand each organisation’s individual requirements and objectives. We then use this information in tandem with our established investment process to construct a portfolio specifically designed to meet these needs.
“Epworth has managed our investment portfolio for over 10 years and throughout that time we have been very pleased with the return they have produced on our behalf.
The team understand we are not financially trained and take the time to explain the market situation and performance of our portfolio in a way which we can easily understand.
Any questions or queries we may have, are responded to quickly and professionally. The regular meetings we have with the team are very informative and the presentation packs provided are clear and free from jargon which helps our Trustees enormously.”
Epworth Portfolio Client
HOW TO INVEST
Every client is assigned a dedicated senior portfolio manager backed by the support of an experienced investment team. We work in collaboration with you to review the portfolio and its performance regularly, ensuring that any changes to the goals and objectives of your organisation are reflected in the investment strategy.
All charities in England, Wales, Scotland and Northern Ireland may invest in the Epworth Portfolio Services.
KEY BENEFITS
- Trustees benefit from the careful stewardship of their organisation’s investments, supported by our extensive experience at the forefront of ethical investing.
- Portfolios are managed to meet the specific objectives and risk tolerance of each charitable organisation.
- Discretionary management removes the investment decision making burden from trustees and places it in the hands of a trusted investment professional.
- Online access is provided alongside detailed quarterly reporting ensuring trustees remain updated and informed.
- Trustees can make regular and direct contact with their investment manager, in addition to annual review meetings.
Frequently Asked Questions
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.
As part of the account opening process, we undertake a fact finding exercise to ensure we fully understand your investment goals and objectives. This allows us to construct a portfolio to meet your requirements. We will discuss this in detail with you before proceeding with the opening of the account, at which point we will provide the relevant paperwork for completion.
The minimum investment for the Discretionary Service for Charities is £250,000. If the value you have to invest is less than this, please contact us and we can discuss the options available to you.
We recommend that any organisation looking to invest funds should have a time horizon of at least three years, ideally five years or more. However, there is no minimum investment period for the Discretionary Service for Charities and withdrawals can be made from the portfolio at any time.
Risk Warning
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 9 Bonhill Street, London EC2A 4PE.
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.
All clients within our Discretionary Service for Charities have access to an online portal, allowing them to view current values, statements, fees, income and transactions.
Absolutely! Your portfolio will be managed by a named individual with the support of an experienced team who are available to respond to any queries. In addition we will meet with you at least once a year to review your portfolio, answer any questions and to ensure that your investments remain appropriate for your circumstances.
Through the Discretionary Service for Charities, trustees benefit from the careful stewardship of their organisation’s investments, supported by our extensive experience at the forefront of ethical investing. Portfolios are managed to meet the specific objectives and risk tolerance of the organisation, removing the burden of investment decision making from the trustees and placing it in the hands of a trusted investment professional.
