Professional Investors

Investment Grade Fixed Interest Fund

Launched in 2000 and managed by Jeremy Wharton

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Strengths

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 Factsheet

Key features

Focus on quality

Invested 100% at all times in investment grade credits

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

Independent validation

Top performing fund manager

For six 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.

Independent validation

FE fundinfo four star Crown Rating

FE fundinfo Crown Ratings are a quantitative measure covering the hundreds of thousands of investment instruments that collected worldwide. FE fundinfo Crown Ratings enable investors to distinguish between funds that are strongly outperforming their benchmark and those that are not. The rating takes into account three key measurements to derive a fund’s performance: alpha, volatility and consistently strong performance. Our Investment Grade Fixed Interest Fund has been awarded 4 out of 5 stars.

How to invest

Platforms

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.

Direct Investors

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.

Platforms and direct investing

Contact us

To discuss your requirements, or to find out more about our funds and services, please contact us:

Sam Liddle Sales Director

Intermediary Sales

  • 07887 520621
  • s.liddle@church-house.co.uk

Matthew Goodsir Business Development Manager

Intermediary Sales

  • 020 7534 9877
  • m.goodsir@church-house.co.uk

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