A global equity fund for charities looking for a good level of income and long-term capital growth.
It takes a Christian ethical approach to investing.
The Fund seeks to provide a level of income and capital growth greater than that of the FTSE All World Index (measured in Sterling) by investing ethically in the shares of global companies.
We aim to ensure that our portfolios are consistent with the Christian faith. 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.
The Fund will seek to establish a diversified portfolio of sustainable companies to capture exposure to all significant sectors of the market. No sector will be automatically included or excluded. It will 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.
Investor documents for the WS Epworth Global Equity 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 September 2024 | 1 year % |
3 years % p.a. |
Since 30.04.19 % p.a. |
|---|---|---|---|
| Fund | 17.8 | 5.9 | 10.2 |
| Benchmark † | 20.2 | 8.8 | 11.2 |
*Fund launched 30 April 2019. Fund performance is net of fees. Past performance is not a reliable indicator of future performance. †FTSE All World (£) Index.
| Unit value p |
Distribution p |
|
|---|---|---|
| 20 December 2024 (Income units) | 167.15 | - |
| 20 December 2024 (Accumulation units) | 177.94 | - |
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.
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