Investing your Methodist money ethically and successfully
TMCP works through the agency of the Central Finance Board (CFB) of the Methodist Church. CFB was established by The Methodist Church Funds Act, 1960 to provide pooled investment vehicles for the exclusive use of Methodist organisations. We have a close working relationship and we value the support and service which they give. Please read the following statement from Christophe Borysiewicz, Head of Investment Management at CFB:
The Central Finance Board of the Methodist Church (“the CFB”) was founded through the Methodist Church Funds Act 1960. Serving the investment needs of Methodism is our core objective. Everything we do is tailored to that goal. As stewards of your money, we carefully select investments using Christian ethical criteria. We have the guidance of the Joint Advisory Committee on the Ethics of Investment (“JACEI”), which also reports to the Methodist Conference on the CFB’s compliance with the aims and objectives of the Church. The CFB manages funds of over £1.1bn on behalf of Methodist organisations large and small.
The Managed Mixed Fund provides a diversified blend of all our funds, with a bias towards equities. It is preferred by many Methodist investors who are looking for a balance of long term capital appreciation and income, through a diversified portfolio.
For more information about their investment products, performance and ethical policies please see their website. Please note TMCP are not legally allowed to give investment advice.
- The TMCP Board has an Ethical Investing Policy, adopted on 19th May 2004. This policy applies to those Funds and Trusts for which the Board has a managing trustee responsibility - commonly called the 'full' or 'discretionary' Trusts.
- Where the TMCP Board exercises a custodian trustee role only, the Ethical Investing Policy is in the hands of the appropriate managing trustees and the Board as custodian has no power to do other than accept the lawfully made instructions of the managing trustees.
- For all funds which are invested via CFB, as stated above, securities held are in line with the ethical policy of the Methodist Church (JACEI).