LEVELS OF TOLERANCE
This approach engages Epworth’s clients to identify the issues they care most about and then aligns these with the areas where we can exert the most influence through our equity stakes in those companies.
No company is perfect. That’s why we maintain stringent levels of tolerance for some activities that are simply incompatible with God’s mandate for living a moral life.
A sound investment solution you can truly feel good about.
Speak to one of our team to learn more.
Tolerances you can trust
| Issue | % of Company Revenue |
|---|---|
| High interest (Doorstep) lending | 1% |
| Oil and Gas exploration, production, refining | 3% |
| Thermal coal exploration and production | 3% |
| Electricity production using fossil fuels | 30% |
| Conventional weapons and other armaments | 3% |
| Controversial weapons | 0% |
| Non-weapon military components | 5% |
| Elective abortion facilities / manufacturers of sole purpose abortifacients | 0% |
| Distribution and sale of alcohol | 10% |
| Production of alcohol | 1% |
| Distribution and sale of tobacco | 5% |
| Production of tobacco | 1% |
| Gambling | 3% |
| Adult entertainment | 1% |
Our tolerances in action
| Issue | EXCLUSIONS | INCLUSIONS | |
|---|---|---|---|
| High interest (Doorstep) lending | 1% |  | |
| Oil and Gas exploration, production, refining | 3% |  |  |
| Thermal coal exploration and production | 3% |  |  |
| Electricity production using fossil fuels | 30% |  |  |
| Conventional weapons and other armaments | 3% |  | |
| Controversial weapons | 0% | ||
| Non-weapon military components | 5% |  |  |
| Elective abortion facilities / manufacturers of sole purpose abortifacients | 0% | ||
| Distribution and sale of alcohol | 10% |  |  |
| Production of alcohol | 1% |  | |
| Distribution and sale of tobacco | 5% | ||
| Production of tobacco | 1% |  |  |
| Gambling | 3% |  |  |
| Adult entertainment | 1% |
