Fund Data Centre
For quick access to a range of fund related resources such as factsheets and Key Investor Information Documents, visit our Fund Data Centre.Access our resources
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Please note, the information provided in this website is aimed at all types of investor and some articles and links may be geared towards non-retail investors (such as professional and institutional investors).
If you are a retail investor and you access an article or piece that is intended for professional investors, you should be aware that the information is not intended for you to rely on or use as a basis for making an investment decision.
Accessing information provided on this website does not constitute a recommendation to buy, sell or otherwise trade in all or any of the investments mentioned therein. Please remember that the value of investments and the income you get from them may fall as well as rise and there is no certainty that you will get back the amount of your original investment. Past performance is not a reliable guide to future performance.
We offer a series of six funds all with varying objectives making them ideal portfolio holdings or individual investments.
As Private Client Managers, we use the funds as building blocks for our own portfolios but also make them available to other investment professionals, such as Financial Advisers and Wealth Managers. The range includes our award winning Tenax Absolute Return Strategies and specialist Investment Grade Fixed Interest funds.
Our fund management team is led by James Mahon and Jeremy Wharton, as joint Chief Investment Officers. Click here for fund manager biographies.
Many funds were designed to meet specific investor objectives
Investors have full visibility over where their money is invested
Equity investing is centred on identifying pricing opportunities
Proven disciplines are in place to manage volatility
Open to direct investors, discretionary managed clients and investment professionals
Regulatory documents, marketing materials and investment professionals factsheets
Our Private Clients will invest in our funds through one of our portfolio management services, more information on which is available here. Other options are detailed below.
Financial Advisers, wealth managers and other professionals will find our funds listed on a wide range of retail platforms and they also appear on the main fund trading exchanges. A full list of the platforms we support is available here.
We also have arrangements in place for individuals who want to invest directly without either our wealth planning or portfolio management services. For more information including full instructions, please click here.
Our funds are operated by a team of experts
Some are managed by individual managers while others are a collaboration between two members of our specialist team. The majority of our managers have been presiding over their funds for many years, in some cases 20 years. Their efforts are complimented by analysts and oversight is provided in the form of an Investment Commitee. You can access manager biographies here.
The investment media and independent researchers operate award programmes and produce independent ratings to help investment professionals in their fund due diligence. The Church House Tenax Absolute Return Strategies Fund has been recognised in a number of ways.
Investment professionals interested in talking to a member of our experienced Corporate Sales team can contact us below or directly by calling Sam Liddle on 020 7534 9879.
Tenax included in initiative to help advisers compare decumulation investment solutions.
On 3rd April 2020, Dynamic Planner launched its Risk Managed Decumulation Ratings, initially awarded to just eleven funds that met the selection criteria, the Tenax Fund being one of those. Funds awarded a rating should have low sequence of returns risk, such that the timing of withdrawals from a retirement account will have little impact on the overall rate of return available to an investor