An equity fund for charities looking to earn good long term returns whilst being concerned for the climate.
It takes a Christian ethical approach to investing.
The Fund seeks income and capital investment growth over a minimum period of 5 years through investing mainly in UK companies, excluding those with significant exposure to greenhouse gas emissions.
The Fund will look to have a carbon footprint substantially below (at least 15%) that of the FTSE All Share Index by:
We aim to ensure that our portfolios are consistent with the Christian faith. As a result, the Fund will also avoid investment in companies whose business is wholly or mainly involved in alcohol, armaments, gambling, high interest lending, the oil and gas sector, pornography, tar sands, thermal coal and tobacco.
We are stewards of our investors’ capital and seek to use our influence to improve ethical standards by engaging with the management of the businesses we invest in on a wide range of issues, including climate change.
Investor documents for the WS Epworth Climate Stewardship Fund can be accessed using the links below. Instructions to sell or purchase units in the Fund can be made by contacting the Authorised Fund Manager, Waystone. To instruct a sale or purchase in the fund, please email ordergroup@waystone.com.
| 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 | Date | Distribution p | Unit value p |
|---|---|---|---|
| Unit value and distribution – Income units | 15-Oct-25 | 0 | 128.77 |
| Unit value and distribution – Income B units | 15-Oct-25 | 0 | 128.64 |
| Unit value and distribution – Accumulation units | 15-Oct-25 | 0 | 153.74 |
