Epworth Investment Management has launched an managed portfolio service in association with Canaccord Genuity Wealth Management (CGWM) applying Christian principles in an effort to improve the lives of people and the state of our planet.
The range consists of five diversified portfolios offering income, balanced and accelerated growth portfolios with varying risk profiles. They are managed by the CGWM team, with Epworth carrying out oversight and governance.
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David Palmer, CEO at Epworth Investment Management, commented: “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 CGWM, 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.”
