Epworth UK Equity Fund for Charities GBP Income header image

Epworth UK Equity Fund for Charities GBP Income

Fund

ISIN GB00BJBT2C42 / Valor null

NAV (2025-02-06)
GBP 1.81+1.30%

Epworth UK Equity Fund for Charities GBP Income
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General Objective

This fund aims to achieve a combination of income and capital growth by investing primarily in UK companies listed on the London stock exchange that are incorporated or headquartered in the United Kingdom and conduct a significant portion of their business in the UK.

Fund Exposure

The fund's exposure is characterized by investing in companies that are part of the FTSE All Share Index, with a focus on UK-based companies. The fund also follows a screening process based on Christian ethical principles to exclude certain companies from its investment universe.

Risks

Risks associated with this fund may include market risk, currency risk, and potential risks related to the specific sectors or companies in which the fund invests. Additionally, there may be risks associated with the fund's active management approach and engagement with companies to improve corporate behaviors.

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Source

https://epworthim.com/epworth-uk-equity-fund-for-charities/

Tags:
uk equities ftse all share ethical investing

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OTHER SHARE CLASSES OF THIS FUND

Epworth UK Equity Fund for Charities GBP Accumulation
Epworth UK Equity Fund for Charities GBP Accumulation Epworth UK Equity Fund for Charities GBP Accumulation
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Annual Return

-50%0%+50%

Risk level

110
1.30%GBP 2.14