# WS Epworth Investment Funds for Charities

## Details

- **Country:** England & Wales
- **Charity number:** 1182845
- **Other names:** EPWORTH INVESTMENT FUNDS FOR CHARITIES
- **Status:** Registered
- **Legal form:** Trust
- **Registered:** April 5, 2019
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1182845


## Contact

- **Address:** Waystone Management (UK) Ltd, Central Square, 29 Wellington Street, LEEDS
- **Postcode:** LS1 4DL
- **Phone:** 02045587038
- **Email:** WFS-productdelivery@waystone.com
- **Website:** www.epworthinvestment.co.uk



## Activities

**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.

**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.




## Classification

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



## Areas of operation

- Northern Ireland
- Scotland
- Throughout England And Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| Oct. 31, 2024 | £7742000 | £542000 | £301529000 | 0 |
| Oct. 31, 2023 | £10081000 | £1009000 | — | — |
| Oct. 31, 2022 | £15209000 | £1569000 | — | — |
| Oct. 31, 2021 | £17177000 | £1555000 | — | — |
| Oct. 31, 2020 | £9181000 | £1285000 | — | — |



## Trustees

- The Bank of New York Mellon (International) Limited — appointed Oct. 4, 2024
- Waystone Management (UK) Limited — appointed Oct. 4, 2024