In accessing this website, you agree to the terms and conditions of its use, which are accessible here.
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.
Launched in 2000 and managed by Jeremy Wharton
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
Typically over a third of the fund is invested in AAA-rated assets
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
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.
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.
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.
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.