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Amity Investment Funds for Charities

The Amity Investment Funds for charities are designed to meet the needs of UK Church and Charity investors.* These specialist Funds meet ethical investment requirements which are important to charity investors, whilst not compromising on the financial returns.**

The Amity Investment Funds for Charities are actively managed through an integrated ethical framework which looks not only to screen out unsuitable investments, but also to ensure that we invest in companies that are sustainable and make a positive contribution to society. Our fund managers have substantial experience and an outstanding track record of investment success. This has seen them win numerous investment industry awards including a range of prestigious Lipper awards, the Money Observer Best Global Growth Fund Award 2010 and Robin Hepworth being awarded Global Equity Fund Manager of the Year 2010 by Investment Week.

The two investment funds are:

We believe these funds are suitable for investors who have a medium to long-term investment horizon of five years or more.

  • robin hepworth senior fund manager  

    Robin Hepworth – Chief Investment Officer

    Robin will co-manage the new EIM Charity fund range and was voted Fund Manager of the Year 2010 by Investment Week (Global Equity Sector). Robin has 23 years experience with EIM, having joined in 1988 and has managed two award-winning retail investment funds – the Amity International Fund since its launch in 1999, and the Higher Income Fund since launch in 1994.  Prior to that he spent 3 years at the Church Commissioners for England.
     

  • chris hiorns, fund manager  

    Chris Hiorns, CFA – Fund Manager

    Chris will co-manage the new EIM Charity fund range. He also manages the Amity European Fund and co-manages the Amity Sterling Bond Fund. Chris, who is A rated by Citywire, has 15 years of investment experience and started working for Ecclesiastical in 1996.

* The value of investments and the income derived from them may fall as well as rise and you may not receive the original amount invested.
**  This is based on our understanding of HMRC taxation guidelines as at March 2011. Please remember that tax law and HMRC practice may change from time to time. The value of any tax relief will depend on the individual circumstances of the investor. 

Investments

Contact us

To find out more about our ethically screened funds for churches and charities please contact us:

020 7680 5839

Or email: charityinvestments@ecclesiastical.com

Strong Ethical Values

Moneyfacts award 2010 Best Ethical Provider
Since 1988, Ecclesiastical Investment Management (EIM) has been at the forefront of socially responsible investment.  We were voted Best Ethical Investment Provider two years running at the 2009 and 2010 Moneyfacts Awards.

Award-Winning Team

We have a strong and experienced investment team.  Our Amity Investment Funds for Charities are managed by Robin Hepworth and Chris Hiorns.  Robin has been with Ecclesiastical for 23 years, is AA-rated by Citywire* and was awarded Fund Manager of the Year in 2010 by Investment Week (Global Equity Sector).  Chris has been with EIM for 15 years and is A-rated by Citywire*.
* Citywire 31/01/2011

Report and Accounts

Ecclesiastical Insurance Office plc. (EIO) Reg. No. 24869. Ecclesiastical Insurance Group plc. (EIG) Reg. No. 1718196. Ecclesiastical Life Ltd. (ELL) Reg. No. 243111. Ecclesiastical Investment Management Ltd (EIM) Reg. No. 2519319. Ecclesiastical Financial Advisory Services Ltd. (EFAS) Reg. No. 2046087. Ecclesiastical Services Ltd. (ES) Reg. No. 1811698. E.I.O. Trustee Ltd Reg. No. 941199. All companies are registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, UK. EIO, ELL, EIM & EFAS are authorised and regulated by the Financial Services Authority and are members of the Financial Ombudsman Service. EIO & ELL are members of the Association of British Insurers and EIM is a member of the Investment Management Association.