Bringing strength and stability

Key strengths

At Church House Investment Management​, we combine specialist knowledge of credit investing with extensive market access to offer private clients and professional investors easy access to this low risk asset class.

View Investment Professional factsheet

Key features

Focus on quality

Typically over a third of the fund is invested in AAA-rated assets

Low volatility

Key aim is to avoid holdings which can result in unexpected volatility

Strict risk controls

A series of controls help support low volatility, fair yield and absolute returns

Market access

The manager has excellent access to specialist brokers to support active trading

Quarterly distributions

Income payments from the fund are made on a quarterly basis

Sterling bias

The corporate debt in which the fund invests is all sterling denominated

Sterling corporate bond webinar

Jerry Wharton, joint CIO and Fund Manager of our Investment Grade Fixed Interest Fund, spoke at a webinar in June, hosted by Church House Sales Director, Sam Liddle.

Jerry covered topics such as: the importance of an allocation to fixed interest within a lower risk or income biased portfolio, the over-valuation of sterling corporate bonds in January 2020, opportunities vs. risks and more.

  • church_house_webinar_transcript_june_2020.pdf
  • Independent assessment

    Top performing fund manager

    Jeremy Wharton is part of a select group of fund managers who has been classified by independent researchers, Financial Express, as being 'Alpha Managers'. 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.

    Credit Commentary

    An informative assessment on the current state of global credit markets.

    Jeremy Wharton, joint Chief Investment Officer and manager of our Investment Grade Fixed Interest Fund shares his inisghts, views and opinion on credit markets and the key issues affecting them. 

    Read latest commentary here

    How to invest

    In addition to being available through our Portfolio Services the funds are accessible to Investment Professionals, such as Financial Advisers and Wealth Managers, through a range of platforms. Plus individuals and instituions can make direct investments.