Introduction: One Fund. Many Purposes. Deep Values.
Charities face a unique investment challenge. You need a solution that is:
✅ Financially sound
✅ Operationally simple
✅ Ethically robust
✅ Mission-aligned
The Epworth Multi-Asset Fund (MAF) was designed with this exact challenge in mind. Created specifically for charities and faith-based investors, it offers long-term growth potential while reflecting Christian ethical values at every level.
Whether you’re a local church, a large charity, or a religious order, MAF is a way to invest with clarity, conviction, and care.
What Is the Epworth Multi-Asset Fund?
The Epworth Multi-Asset Fund is a professionally managed, diversified investment portfolio, combining multiple asset classes—such as:
- Equities (UK and global)
- Fixed income (corporate and government bonds)
- Property (indirect)
- Alternatives and cash
This diversification helps reduce volatility, improve risk-adjusted returns, and deliver a smoother journey through changing market conditions.
Why ‘Multi-Asset’?
Multi-asset funds are ideal for charities because they provide:
- Built-in diversification (you don’t have to manage multiple funds)
- Access to a broad range of asset classes
- A balance between growth and income
- Professional oversight and active risk management
In short: a one-stop ethical portfolio, designed to deliver long-term returns with governance simplicity.
What Makes It Ethically Distinct?
At Epworth, our Multi-Asset Fund doesn’t just aim to perform well—it aims to do good. That’s why we apply:
✅ Strict Ethical Screens
The fund excludes companies involved in:
- Fossil fuel extraction
- Tobacco and adult entertainment
- Gambling, alcohol, and payday lending
- Weapons and military systems
- Severe human rights abuses or labour violations
✅ Positive Alignment
We favour investments that:
- Lead in climate transition and biodiversity
- Support health, education, and affordable housing
- Promote human rights, decent work, and corporate integrity
✅ Active Stewardship
We engage with companies on behalf of our investors—raising issues, voting at AGMs, and driving corporate accountability on everything from climate risk to fair pay.
➡️ Explore our stewardship activity
Why Charities Choose the Epworth Multi-Asset Fund
Churches, schools, and charities choose MAF because it is:
1. Charity-Focused
- Available only to UK registered charities
- Built with the governance and reporting needs of trustees in mind
- Structured to comply with Charity Commission expectations
2. Faith-Driven
- Rooted in Christian ethical principles
- Fully aligned with guidance such as Mensuram Bonam and JACEI
- Trusted by Methodist, Catholic, URC, Baptist, Pentecostal, and Quaker bodies
3. Operationally Simple
- Daily dealing and regular valuations
- Clear quarterly reporting
- Easy onboarding and support from a dedicated team
4. Built for Growth
- Designed to deliver long-term returns above inflation
- Managed with active risk oversight and disciplined asset allocation
- Reviewed and refined as markets evolve
Common Questions from Trustees and Treasurers
Is there a minimum investment?
Yes. The current minimum is set at £1,000—making it accessible to both large and small charities.
Can this sit within a broader portfolio strategy?
Yes. MAF can be used as your core holding or as part of a blended investment approach alongside other funds or accounts.
Can we open multiple sub-accounts?
Yes. Through our Discretionary Charity Service (DSC), you can open sub-accounts for specific funds, departments, or church trusts under a single ethical mandate.
What support do you offer?
We provide dedicated client relationship managers, tailored reporting, and guidance on IPS drafting, trustee governance, and ethical reviews.
A Partnership with Purpose: 50% of Our Fee Donated
When you invest in the Epworth Multi-Asset Fund, you also support our partnership with Christian Aid—with 50% of our management fee donated to their In Their Lifetime project, helping tackle poverty, inequality, and injustice around the world.
It’s just one more way that your investment can make a difference beyond returns.
Conclusion: Invest in Values. Invest with Confidence.
The Epworth Multi-Asset Fund brings together faith, finance, and future focus. It allows Christian charities and churches to:
- Invest prudently
- Stay mission-aligned
- Support meaningful change in the world
👉 Explore the fund today or speak to our team about how MAF could support your charity’s investment needs.
➡️ Learn more about the Epworth Multi-Asset Fund