With assets under management in excess of £1 billion, Church House Investment Management is a fund and portfolio manager offering specialist services to individuals, financial professionals and institutions for over 20 years.
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Registered in England and Wales No. 03475556 Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested. Church House Investments Limited is authorised and regulated by the Financial Conduct Authority
Launched in 2000 and managed by Jeremy Wharton since 2005
At Church House Investment Management, we combine specialist knowledge of credit investing with extensive market access to offer easy access to this low risk asset class.
Latest Fund FactsheetInvested 100% at all times in investment grade credits
Key aim is to avoid holdings which can result in unexpected volatility
A series of controls help support low volatility, fair yield and absolute returns
The manager has excellent access to specialist brokers to support active trading
Income payments from the fund are made on a quarterly basis
The corporate debt in which the fund invests is all sterling denominated
Top performing fund manager
For nine consecutive years, Jeremy Wharton has been part of a select group of fund managers who have been classified by independent researchers, Financial Express, as being 'Alpha Managers' - only the top 10% of fund managers achieve this status. They rate the performance of a fund manager over their career including all funds they have managed and places worked. They are designed to distinguish fund managers who have consistently performed well over the longer term.
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 using the link below.
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 use the link below.
Intermediary Sales
Intermediary Sales
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