“We’re proud to partner with Epworth and offer a way for churches and charities to see their investments do good, not just financially, but for people and communities around the world.”
Patrick Watt, CEO, Christian Aid
The WS Epworth Multi Asset Fund is an all-in-one investment fund solution for charities, seeking to deliver an attractive level of income and long-term capital growth. The Fund is designed for charities of all sizes and invests both directly and indirectly in a balanced portfolio of ethically screened equities, bonds, property, cash, and alternative assets.
Our investment approach is designed to maximise the value we deliver to our clients, focusing on financial returns and the promotion of Christian ethics.
In Their Lifetime (ITL) is an innovation and learning hub within Christian Aid, driven by creative ideas from inspiring local organisations. With the help of ITL supporters, they invest in bold possibilities in the search for sustainable, transformational change.
Christian Aid work with communities across the world bringing to life ideas targeted towards areas of critical need – ideas which offer the opportunity to speed up the pace of change of poverty eradication. These projects are designed and delivered by our local partners, to capitalise on opportunities they have identified, and supported by a small, engaged group of supporters who believe in the vision of ITL.
Christian Aid will receive enough to fund 20 demonstration plots which will provide training and support for families in rural Bangladesh on climate-resilient agriculture.
Explore the map to discover some of the holdings in our Multi-Asset Fund and the transformational projects supported through our partnership with Christian Aid.
Provides income opportunities for rural women through silk and saffron production. Helps women gain financial independence despite restrictions, using a peer-training model in Herat province.
Hoya - Life care company developing lenses for glasses and contacts, as well as medical equipment, to improve quality of life for people as the global population ages.
Volution - Manufactures ventilation solutions that improve air quality and energy efficiency within residential and commercial buildings.
Cranswick - Yorkshire based meat supplier ranked as number one globally for its animal welfare standards.
Greencoat UK Wind - Develop and operate renewable energy facilities providing clean energy to millions of homes.
Novo Nordisk - Leading player in the development of medical solutions to tackle the obesity crisis.
Biogaia - Global thealthcare company that researches and develops probiotics to promote human health through supplements containing good bacteria.
Copart - Provides a global market place for salvaging and re-selling used vehicles, reducing the environmental impact of manufacturing vehicles by extending the useful life of existing vehicles and vehicle parts.
Ashtead - Provider of rental equipment to the construction industry, which is more environmentally friendly than each construction company buying its own equipment.
Mettler Toledo - Global manufacturer of high value-added precision instruments that improve safety standards in laboratory, industrial and food retailing applications.
Lennox International - Provider of energy efficient climate control products for residential and commercial heating, ventilation, and air conditioning markets. These products help people live through extreme temperatures.
Anglo American - Copper mine situated in an area known for rich biodiversity. The company owns and manages around 12,000 hectares of legally constituted forest, as part of its commitment to help restore the Atlantic rainforest.
Rathbone Greenbank Global Sustainable Bond Fund - Tackling deforestation in the Amazon rainforest in partnership with the World Bank by providing financing for reforestation projects that can generate and monetise carbon credits.
Rio Tinto - One of the most modern, safe and sustainable mining operations in the world, which at peak production will produce enough copper to build the equivalent of over 16,000 electric vehicle batteries per day.
Empowers women in drought-prone areas to establish climate-resilient dairy businesses. Builds on traditional cattle-gifting customs to enhance food security, income, and social status.
A project helping small producers join the $70bn bamboo market with eco-friendly products. It strengthens the value chain, offers a tobacco alternative, raises incomes, and supports lasting poverty reduction.
Installation of a large renewable energy facility in and around its mining sites to decarbonise the mining process and provide green electricity to local communities, in a country where burning coal still dominates the electricity generation process.
Johns Lyng - Building services group specialised in responding quickly to natural environmental disasters with restoration and disaster management facilities, which are becoming more frequent as the climate warms.
CSL - Leading global biotechnology company with a portfolio of lifesaving medicines.
Provides income opportunities for rural women through silk and saffron production. Helps women gain financial independence despite restrictions, using a peer-training model in Herat province.
Hoya - Life care company developing lenses for glasses and contacts, as well as medical equipment, to improve quality of life for people as the global population ages.
Volution - Manufactures ventilation solutions that improve air quality and energy efficiency within residential and commercial buildings.
Cranswick - Yorkshire based meat supplier ranked as number one globally for its animal welfare standards.
Greencoat UK Wind - Develop and operate renewable energy facilities providing clean energy to millions of homes.
Novo Nordisk - Leading player in the development of medical solutions to tackle the obesity crisis.
Biogaia - Global thealthcare company that researches and develops probiotics to promote human health through supplements containing good bacteria.
Copart - Provides a global market place for salvaging and re-selling used vehicles, reducing the environmental impact of manufacturing vehicles by extending the useful life of existing vehicles and vehicle parts.
Ashtead - Provider of rental equipment to the construction industry, which is more environmentally friendly than each construction company buying its own equipment.
Mettler Toledo - Global manufacturer of high value-added precision instruments that improve safety standards in laboratory, industrial and food retailing applications.
Lennox International - Provider of energy efficient climate control products for residential and commercial heating, ventilation, and air conditioning markets. These products help people live through extreme temperatures.
Anglo American - Copper mine situated in an area known for rich biodiversity. The company owns and manages around 12,000 hectares of legally constituted forest, as part of its commitment to help restore the Atlantic rainforest.
Rathbone Greenbank Global Sustainable Bond Fund - Tackling deforestation in the Amazon rainforest in partnership with the World Bank by providing financing for reforestation projects that can generate and monetise carbon credits.
Rio Tinto - One of the most modern, safe and sustainable mining operations in the world, which at peak production will produce enough copper to build the equivalent of over 16,000 electric vehicle batteries per day.
Empowers women in drought-prone areas to establish climate-resilient dairy businesses. Builds on traditional cattle-gifting customs to enhance food security, income, and social status.
A project helping small producers join the $70bn bamboo market with eco-friendly products. It strengthens the value chain, offers a tobacco alternative, raises incomes, and supports lasting poverty reduction.
Installation of a large renewable energy facility in and around its mining sites to decarbonise the mining process and provide green electricity to local communities, in a country where burning coal still dominates the electricity generation process.
Johns Lyng - Building services group specialised in responding quickly to natural environmental disasters with restoration and disaster management facilities, which are becoming more frequent as the climate warms.
CSL - Leading global biotechnology company with a portfolio of lifesaving medicines.
| To 31 December 2024 | 1 year % |
3 years % p.a. |
Since 01.08.19 % p.a. |
|---|---|---|---|
| Fund | 8.2 | 1.5 | 4.8 |
*Fund launched 11 June 2019. Actual performance based on Income Units launched after market close on 1 August 2019. Fund performance is net of fees. Past performance is not a reliable indicator of future performance.
| Unit value p |
Distribution p |
|
|---|---|---|
| 15 May 2025 (Income units) | 111.24 | - |
| 15 May 2025 (Accumulation units) | 125.68 | - |
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.
For more information from Epworth directly, please email enquiries@ei.gem.li 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 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.
