WS Epworth Multi-Asset Fund for Charities
SRI Style:
Faith Based
SDR Labelling:
Unlabelled - promotes sustainable characteristics (has CFD)
Product:
Charity fund / trust
Fund Region:
Global
Fund Asset Type:
Multi Asset
Launch Date:
12/06/2019
Last Amended:
Dialshifter (
):
Fund/Portfolio Size:
£55.40m
(as at: 30/09/2025)
ISIN:
GB00BJBT3T83, GB00BJBT3V06
Sustainable, Responsible
&/or ESG Overview:
Fund manager unwilling to supply fund information (as at November 2025)
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Objectives and investment policy
This fund seeks a combination of income and capital growth over a minimum period of 5 years by direct or indirect investing in a balanced portfolio of ethically screened global equities and sterling bonds and other asset classes.
Direct investments may be excluded from selection by ethical screening based on Christian principles. The fund may invest directly, or indirectly through other funds (including other Epworth funds). The fund could invest 100% through other funds. In addition to the list of excluded companies, The Authorised Fund Manager has an active policy of engagement with Companies to seek to improve corporate behaviours.
(Source: KIID, as at November 2025)
SDR Labelling:
Unlabelled - promotes sustainable characteristics (has CFD)
- Consumer Facing Disclosure
SDR Literature:
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
WS Epworth Multi-Asset Fund for Charities |
Faith Based | Unlabelled - promotes sustainable characteristics (has CFD) | Charity fund / trust | Global | Multi Asset | 12/06/2019 | ||
|
Fund/Portfolio Size: £55.40m (as at: 30/09/2025) ISIN: GB00BJBT3T83, GB00BJBT3V06 |
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Sustainable, Responsible &/or ESG OverviewFund manager unwilling to supply fund information (as at November 2025) |
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Information received directly from Fund Manager |
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Please select what you would like to read:
Sustainable, Responsible &/or ESG Policy:Objectives and investment policy This fund seeks a combination of income and capital growth over a minimum period of 5 years by direct or indirect investing in a balanced portfolio of ethically screened global equities and sterling bonds and other asset classes. Direct investments may be excluded from selection by ethical screening based on Christian principles. The fund may invest directly, or indirectly through other funds (including other Epworth funds). The fund could invest 100% through other funds. In addition to the list of excluded companies, The Authorised Fund Manager has an active policy of engagement with Companies to seek to improve corporate behaviours. (Source: KIID, as at November 2025) SDR Labelling:Unlabelled - promotes sustainable characteristics (has CFD)
SDR Literature: |
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