Investor Documents

A range of resources to help investors better understand our products and services. 

Documents

  • Making wealth management personal

    An introduction to Church House
  • Working with Church House Investment Management

    An outline of our approach to delivering portfolio services for Private Clients

  • Making the most of your financial journey

    An overview of our investment management solutions and services
  • Managed Portfolios

    Brochure for the Church House Advantage Managed Portfolio Service

Financial Adviser & Wealth Manager Marketing Resources

Documents to assist investment professionals in their review and due diligence on Church House funds. 

Additional documents such factsheets and reports are available in our Fund Data Centre

Documents

  • RSMR Fund Profile - Tenax Absolute Return Strategies Fund

    An in depth assessment of the Tenax fund by leading analysts Rayner Spencer Mills Research
  • Tenax Investment Process

    In-depth assessment of the investment process supporting the Tenax Absolute Return Strategies Fund
  • Dynamic Planner Tenax Quarterly Risk Profile Update

    Q3 2019 Report on Tenax Absolute Return Strategies Fund
  • An effective investment solution for drawdown

    An assessment of how the Tenax Absolute Return Strategies Fund can be a suitable solution for investors in retirement

Regulatory Documents

A series of documents which we are required to make available as part of our regulatory responsibilities.