Epworth Investment Management
Overview
Epworth Investment Management is a UK-based investment manager dedicated to serving the needs of churches and charities. They offer a range of investment solutions, including the WS Epworth Multi Asset Fund and a Discretionary Service for Charities, both designed to align with Christian ethical principles. Their investment approach focuses on delivering long-term returns through diversified portfolios that include ethically screened equities, bonds, property, cash, and alternative assets. The firm emphasizes transparency, integrity, and care in managing investments for faith-based organizations. Epworth's commitment to ethical investing is reflected in their adherence to Christian ethical criteria, aiming to improve corporate behavior and contribute positively to society and the environment. They actively encourage their investee companies to secure Fair Tax Mark certification, demonstrating a commitment to fair tax practices.
Investment Focus
- Charities
- Churches
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Epworth Investment Management
What sectors does Epworth Investment Management invest in?
Epworth Investment Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in United Kingdom. Epworth Investment Management is listed as a institutional investor in the ConnectSafely investor database.
What stage does Epworth Investment Management invest at?
Epworth Investment Management backs companies at Growth, Late Stage and Buyout, writing cheques of 1M - 50M.
Which regions does Epworth Investment Management invest in?
Epworth Investment Management invests across United Kingdom.
What companies has Epworth Investment Management invested in?
Epworth Investment Management's portfolio includes BP, Diageo, Unilever, AstraZeneca, GlaxoSmithKline, HSBC, Barclays and Vodafone.
Last updated · Source: ConnectSafely investor database




