OpenCharities

WS Epworth Investment Funds for Charities

Epworth Investment Funds For Charities

Country
England & Wales
Charity number
1182845
Status
Registered
Registered
April 5, 2019
Legal form
Trust

Address

Address
Waystone Management (UK) Ltd
Central Square
29 Wellington Street
LEEDS
LS1 4DL

Activities

Epworth Investment Funds for Charities is a Charity Authorised Investment Fund which is available for investment by charities. The fund currently has six sub funds. Epworth Investment Management Limited is the manager of the fund. More information can be found at the following website: www.epworthinvestment.co.uk.

Objects: 8.1 Subject To Clause 8.2, The Trust's Charitable Objective Will Be To Further The Charitable Purposes Of The Charities That Directly Or Indirectly Hold Units In The Sub-Funds From Time To Time.8.2 If At Any Time There Are No Unitholders In Any Sub-Fund, The Authorised Fund Manager And Depositary Will Determine The Trust's Charitable Purposes.8.3 No Change May Be Made To This Deed Which Would:8.3.1 Cause The Trust To Cease To Be A Charity; Or8.3.2 Authorise Units To Be Issued Or Transferred To, Or Held By, Any Person Other Than An Eligible Investor, Whether Directly Or Through A Nominee.8.4 No Revocation, Variation Or Amendment Of This Deed Which Would, Or Might, Be Inconsistent With The Trust's Status As A Common Investment Fund (established Pursuant To Sections 96 To 99 Of The Charities Act) Will Be Valid Without The Prior Written Approval Of The Court Or Of The Commission.

Classification

How
Other Charitable Activities
What
General Charitable Purposes
Who
Other Charities Or Voluntary Bodies

Areas of operation

Country
Northern Ireland, Scotland
Region
Throughout England And Wales

Finances

Period end Income Expenditure Assets
Oct. 31, 2024 £7,742,000 £542,000 £301,529,000
Oct. 31, 2023 £10,081,000 £1,009,000 —
Oct. 31, 2022 £15,209,000 £1,569,000 —
Oct. 31, 2021 £17,177,000 £1,555,000 —
Oct. 31, 2020 £9,181,000 £1,285,000 —