Epworth Investment Management has partnered with Canaccord Genuity Wealth Management to launch its first managed portfolio service.
The UK firm, which is dedicated to serving the needs of churches and charities, said the range of five portfolios is positioned to help retail investors reach their investment goals while applying Christian principles.
Retail investors will be offered a range of income, balanced and accelerated growth portfolios with varying risk profiles that invest through a Christian ethical lens. The five portfolios are powered by the Canaccord Genuity ESG team, with oversight and governance by Epworth Investment Management.
Epworth IM said that, although the MPS is aimed at the faith-minded investor, the solution would also “appeal to any investor looking for strong investment performance with moral returns”.
David Palmer, chief executive at Epworth IM, said: “Through our new MPS, we use our 60 years of Christian ethical investing experience to provide retail investors with a cost-effective solution that works hard for their money.
“Though our portfolios have a low tolerance for activities that are incompatible with God’s mandate, our focus is promoting solid investments that have the potential to positively affect change in the world. This isn’t just a solution for people just looking to secure their financial future, it’s also a solution for those looking to contribute to the secure future of the planet and all people.”
Sean Taylor, head of UK intermediary sales at Canaccord Genuity Wealth Management, added: “We are delighted to be responsible for running this first-of-its-kind Christian ethical investment solution. Like Epworth, we are passionate about investing sustainably. We strongly believe that a positive impact lies in a mixture of environmental and social gains and does not need to preclude strong investment performance.”
