still here. still faithful.
The investment landscape is complex. For many charities and values-led non-profits, the need for an investment partner with clear ethical convictions has never been more urgent.
At Epworth, we remain purposefully independent, guided by Christian principles, shaped by decades of stewardship, and wholly focused on delivering ethical, long-term returns. We exclusively serve UK churches and charities, offering trusted investment solutions grounded in transparency, integrity, and care. In a changing landscape, our commitment to faith-aligned investing remains firm.
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 Discretionary Service for Charities (DSC) provides an investment management service whereby portfolios are constructed to meet the specific objectives and risk tolerance of each charitable organisation.
We work in collaboration and partnership with trustees to actively manage the organisation’s investments on their behalf.
The Epworth Cash Plus Fund is designed to help charities manage their liquid assets efficiently. It offers same-day access to deposits* while aiming to deliver a competitive interest rate (currently 4.07% A.E.R.).
Charities' funds are pooled and invested through diversified, high-quality financial instruments across multiple banking counterparties. Epworth actively manages these investments based on the outlook for interest rates and counterparty suitability.
READY TO TALK?
Whether you’re reviewing your investment options or simply exploring what’s next, our team is here to help.
Get in touch for a confidential conversation about how Epworth can support your mission.
Ethical by conviction, not convenience
At Epworth, ethics are not an overlay – they are embedded in everything we do. Guided by Christian values, we apply strict investment exclusions and carefully measured tolerances to avoid activities that conflict with our beliefs. From fossil fuel production and high-interest lending to controversial weapons, adult entertainment, and tobacco, we apply rigorous thresholds to ensure our investments align with our moral responsibility.
But ethics go beyond exclusions. We believe in active corporate engagement. This means using our voice and our votes to challenge poor practice, promote accountability, and encourage change. We seek to act where we can make a meaningful difference.
We also work closely with our clients to shape our ethical direction. Through regular dialogue, reporting, and participation in governance structures, we ensure that our investment approach reflects both theological integrity and the lived concerns of the communities we serve.
Our clients
A Faith-Based Charity Empowering Its Mission
A Christian development charity invests in the Multi Asset Fund to support its long-term mission. They appreciate Epworth’s principled ethical approach and are especially encouraged by the firm’s partnership with Christian Aid, where a portion of the management fee is donated – helping them extend their impact even further.
A Catholic Religious Order Planning for the Future
A Catholic order entrusts Epworth’s Discretionary Service to steward its investments in line with Catholic Social Teaching and Mensuram Bonam. The strategy supports both the order’s current needs and the care of ageing members, offering reassurance through long-term planning, ethical integrity, and experienced relationship management.
A National Christian Church Supporting Its Network
A major Christian denomination uses Epworth’s Discretionary Service for Charities (DSC), creating sub-accounts within the Multi Asset Fund to manage reserves for local congregations. This structure offers professional oversight, ethical alignment, and the flexibility to respond to the needs of individual churches – all within a single, consolidated relationship.
A Non-Faith Charity Valuing Ethical Clarity
A trade union selects the Multi Asset Fund for its commitment to transparency, strong governance, and clear screening criteria. Though not faith-based, the charity values Epworth’s principled investment process and straightforward reporting that helps trustees meet their responsibilities with confidence.
A Private School Managing Cash with Care
An independent school uses the Epworth Cash Plus Fund to manage short-term reserves and fee income. With competitive rates and same day access, the fund provides a dependable solution for operational cash, aligned with the school’s commitment to responsible financial stewardship.
