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. test IP
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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
At Church House, we pride ourselves on delivering excellent service to our clients. Here are a few industry awards for our work to date.
Jeremy Wharton, joint CIO, has seen his succesful management and co-management of the Investment Grade Fixed Interest Fund and Tenax Absolute Return Strategies Fund respectively, rewarded with the Alpha Manager of the year award, won consecutively since 2016.
We are also very proud to announce that our Investment Grade Fixed Interest Fund has been awarded a 2023 Lipper Award for its three-year performance in the Sterling Corporate Bond Sector. The Fund was also nominated for the Investment Week 'Fund Manager of the year' award in the Sterling Corporate Bond Sector. Accolades such as these are a wonderful endorsement of the great work that Jerry, Lucy and the team are doing.
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.
In a sector dominated by complex products, the Tenax Absolute Return Strategies Fund is notable for its straightforward approach to investing. It is based on three core principles: a clear performance objective, over a specified time period partnered with appropriate controls to minimise volatility.
Operating as multi-asset solution, Tenax has enjoyed significant growth in recent years having attracted the attention of fund selectors looking for a defensive holding in their portfolios to protect against the worst extremes of market volatility. With its origins in a private investor portfolio, where the primary need was for long-term preservation of capital, the management style is one of patience in pursuit of the returns investors expect without the shocks they fear.
Church House can invest in equities as well and has a lot of flexibility in terms of asset class. If they like equities, for instance, they can start building positions in equities, but they are not going to be an equity fund - they're trying to protect client capital. They're very transparent with what they are holding in their portfolio.
Head of Portfolio Management Chase de Vere
The Church House Tenax Absolute Return Strategies fund, a long-only multi-asset vehicle, which invests directly in assets, rather than using the ‘fund of fund’ route. The fund places capital preservation at the heart of its investment process.
Managing Director Chelsea Financial Services
It has been tested through different difficult market environments and generally passed each one with flying colours. The fund offers reliability and consistency when many of the others in the sector don’t.
Fund strategy consultant
A boutique fund run by two very experienced managers, James Mahon and Jerry Wharton, this is an extremely useful portfolio diversifier. Church House Tenax Absolute Return Strategies fund is one of the few in the sector that targets an absolute return from diversification and risk management alone.
Managing Director Fund Calibre
Church House Investments can confirm that is fully compliant with any sanctions on Russia, Belarus or any other jurisdiction imposed by the European Union, Switzerland, the United Kingdom and the United States.
CH does not have and never has had clients from Russia or Belarus.
CH, our client portfolios and our funds had zero, and will maintain zero, exposure to investments in Russia or Belarus.
The Board of Church House Investments along with our Compliance function monitors compliance to these sanctions. They will continue to ensure that CH remains compliant and maintains zero exposure to investments in Russia and Belarus.OK