The Church House range of funds

We offer six funds with different investment objectives making them ideal portfolio holdings or individual investments.

When Church House was first started in 1999, the funds were created as building blocks for our private client portfolios and they are now available to all investment professionals. 

Origins in client portfolios

Our funds were designed to meet specific investor objectives

Full transparency

Investors have full visibility over where their money is invested

Valuation focused

Equity investing is centred on identifying pricing opportunities

Risk control

Proven disciplines are in place to manage volatility

Choice of investment options

Open to discretionary managed clients, investment professionals and direct investors.

Range of resources

Supporting materials to provide additional information

Building Blocks

Key to managing risk

When designing a diversified portfolio, the skill is finding the right blend of funds. It is a real advantage if you also control the investment decisions in the underlying funds as it means you have end to end control over the decisions that ultimately drive performance and volatility, by which we mean the upward and downward movements in the value of a portfolio. 

It is for this reason we have our own range of funds, which form the basis of our portfolios. Each fund has a specific purpose, which makes them ideally suited to address different investment objectives. For those investors most focused on capital preservation we can increase allocations to our Tenax Absolute Return Strategies Fund while those with a longer investment time horizon will likely benefit from more exposure to UK Equity Growth and Esk Global Equity funds.

Investment Grade Fixed Interest

A low volatility fund that brings stability to a portfolio

Tenax Absolute Return Strategies Fund

Focused on capital preservation

Balanced Equity Income

Balancing income and growth

UK Equity Growth

Core growth holding for a diversified portfolio

UK Smaller Companies

Capitalising on the opportunities in more agile companies

Esk Global Equity

Provides exposure to international markets

The Fund Managers

Our funds are operated by a team of experts

The fund managers are led by Joint Chief Investment Officers, James Mahon and Jeremy Wharton.

The majority of our managers have been presiding over their funds for many years, in some cases 20 years. Their efforts are complimented by analysts and oversight is provided by our Investment Commitee.

Fund Informaton

Important reference materials including Key Investor Information Documents (KIIDs) and Reports.

Fund Name KIID (A) KIID (B) Annual Report Interim Report Prospectus Assessment of Value
Investment Grade Fixed Interest Link to downloadable PDF N/A Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF
Tenax Absolute Return Strategies Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF
Balanced Equity Income Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF
UK Equity Growth Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF
UK Smaller Companies Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF
Esk Global Equity Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF

Contact us

To discuss how we might support you and your clients, or to find out more about our wealth management services, please contact us:

Andrea Steel Head of Private Clients (South West)

Private Client Team

  • 01935 382625
  • a.steel@church-house.co.uk