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Amity Global Equity Income Fund for Charities

The Amity Global Equity Income Fund for Charities is designed to meet the needs of Charity investor groups who are looking for a good income yield with a secondary aim of capital appreciation over the medium to long term.*

Income objective

The Fund targets an income of 3.5% per annum** (please note this is indicative and the actual income may vary).

Investment policy

The Fund seeks to invest primarily in a diversified portfolio of higher yielding equities of UK and International companies which make a positive contribution to society through sustainable and socially responsible practices.

The Fund seeks to avoid investment in companies which have a material involvement (10% of pre-tax profit or turnover) in alcohol, tobacco, weapon production, gambling and the publication of violent or explicit material, companies using animals to test cosmetic or household products and businesses with intensive farming practices, such as battery farming.   

Ethical criteria

EIM employs both negative and positive screening to its stock selection process and engages with companies before, during and after investing. This process is integrated into our overall investment management process and we employ specific screening criteria when considering the suitability of an investment.

For further detail on the ethical screening we apply to our funds, please refer to our dedicated page on ethical criteria .

* 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.
** Expected initial annual income based on model portfolios; actual income may vary.

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
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.