WS Epworth UK Equity Fund for Charities
SRI Style:
Faith Based
SDR Labelling:
Unlabelled - promotes sustainable characteristics (has CFD)
Product:
Charity fund / trust
Fund Region:
UK
Fund Asset Type:
Equity
Launch Date:
30/04/2019
Last Amended:
Dialshifter (
):
Fund/Portfolio Size:
£31.60m
(as at: 30/09/2025)
ISIN:
GB00BJBT2C42
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 investing at least 70% in companies quoted on the London stock exchange which are incorporated or headquartered in the United Kingdom and carry out a significant proportion of their business in the United Kingdom.
The fund is actively managed but a substantial number of the companies in the fund will be chosen by reference to the FTSE All Share Index. The fund will not invest in companies that are excluded by a screening process based upon Christian ethical principles. 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 |
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|---|---|---|---|---|---|---|---|---|
WS Epworth UK Equity Fund for Charities |
Faith Based | Unlabelled - promotes sustainable characteristics (has CFD) | Charity fund / trust | UK | Equity | 30/04/2019 | ||
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Fund/Portfolio Size: £31.60m (as at: 30/09/2025) ISIN: GB00BJBT2C42 |
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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 investing at least 70% in companies quoted on the London stock exchange which are incorporated or headquartered in the United Kingdom and carry out a significant proportion of their business in the United Kingdom. The fund is actively managed but a substantial number of the companies in the fund will be chosen by reference to the FTSE All Share Index. The fund will not invest in companies that are excluded by a screening process based upon Christian ethical principles. 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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