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The Amity Charity Investment management team

With an average of 23 years investment experience and 18 years working for Ecclesiastical, we are firm believers that consistency, and a collaborative approach will deliver the best results for our clients.  As a result, our two charity funds benefit from a wealth of experience, which is highlighted by the individual specialisms outlined below. 

  • Rob Hepworth  

    Robin Hepworth – Chief Investment Officer

    Robin has been with us since 1988 and has managed two of our award-winning retail investment funds since launch. The Amity International Fund and the Higher Income Fund can demonstrate one of the longest track records in the industry under the same management, and were the basis for our two Amity Charity Funds which launched in 2011. Robin has a particular interest in Asia, and has gained a thorough understanding of these developing markets, particularly within the small/med cap sectors. He was voted Fund Manager of the Year2010 by Investment week (Global Equity Sector).
     

  • Andrew Jackson  

    Andrew Jackson – Fund Manager

    Andrew joined us in 2003 and also manages our UK Equity Growth Fund. His knowledge of this particular sector resulted in him being voted Fund Manager of the Year in this category in 2014. During his career, he has managed UK equities at Canada Life, Lloyds Investment Managers (later Hill Samuel asset Management) and SG Asset Management. He became part of the Amity Charity Funds team in 2014.
  • Chris Hiorns  

    Chris Hiorns, CFA – Fund Manager

    Chris joined us in 1996 as an investment analyst, and has managed our Amity Sterling Bond and European Equity Fund since 2008. He has co-managed our Amity Charity Funds since launch in 2011.
  • Neville White  

    Neville White – Head of SRI Policy & Research

    Before joining Ecclesiastical in 2010, Neville worked on Governance & Ethical Investment with CCLA Investment Management for 13 years, where he headed the Ethical and Responsible Investment Unit and was also secretary to the Church of England Ethical Investment Advisory Group.
  • Ketan Patel  

    Ketan Patel, CFA – Senior Socially Responsible Investment Analyst

    Ketan joined Ecclesiastical in 2003 as a research analyst. He began his career on the equity derivatives trading desk at JP Morgan, before moving to Insight Investment as a Global Healthcare Analyst. Ketan leads the team’s company and market research, as well as supporting the fund managers’ investment decision making. He has been a CFA Charterholder since 2009, holds an undergraduate degree in History & Geography and post-graduate degrees in both Geography and Economics from the University of London.
  • Mike Goddings  

    Michael Goddings – Head of Charity Market Development

    Mike joined in November 2011, having previously spent over 10 years in a similar role with CCLA Investment Management.  Prior to that was Head of Client Development for the Charities Aid Foundation’s banking and investment subsidiary.  He is a trustee of two charities and has nearly 20 years of experience in the sector.

Supported by a wealth of expertise...

  • Sue Round  

    Sue Round – Director of Group Investments

    Sue joined Ecclesiastical in 1984. She launched the Group’s first ethical retail fund, the Amity UK Fund, in 1988. Sue is one of the UK’s leading ethical investors and oversees all of EIM’s investment operations.
  • Peter Cameron  

    Peter Cameron CFA – Assistant Fund Manager

    Peter joined Ecclesiastical as an assistant fund manager in 2014. Previously, Peter worked as an equity analyst within the Quant Solutions Team at Aviva Investors. Peter also held positions within SRI, performance and portfolio risk at Aviva. Peter is a CFA Charterholder and has a BSc in Mathematics and MSc in Corporate Governance & Ethics.
  • Tom Fitzgerald  

    Tom Fitzgerald - Investment Research Analyst

    Tom joined Ecclesiastical in 2011 after completing a BSc in Economics and Business Management at Oxford Brookes University.  Tom supports the fund management team by providing detailed company research and analysis.  Tom is studying for the CFA. 
  • Scott Woods  

    Scott Woods - Investment Research Analyst

    Scott joined Ecclesiastical in 2012 after completing a MChem at Exeter College, Oxford.  Scott supports the fund management team by providing detailed company research and analysis.  He also undertakes company research from an SRI perspective.  Scott is studying for the IMC. 

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

Amity Investment Funds Documents

  • Amity Investment Funds for Charities brochure
    Download
  • Amity Investment Funds for Charities application form
    Download
  • Amity Investment Funds for Charities prospectus
    Download
  • Amity Balanced Fund for Charities KIID
    Download
  • Amity Global Equity Fund for Charities KIID
    Download

Treating Customers Fairly

At Ecclesiastical, we are fully committed to supporting the Financial Conduct Authority’s (FCA) retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal.
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 (ESL) Reg. No. 1811698. E.I.O. Trustees Ltd Reg. No. 941199. All companies are registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, UK. EIO and ELL are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. EFAS is authorised and regulated by the Financial Conduct Authority. ESL is an appointed representative of EIO who is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.