Home > Our Funds > Balanced Equity Income Fund

This fund is principally invested in UK equities with an objective of a growing income stream and long-term capital growth.

Around fifteen per cent of the portfolio is invested in index-linked and other fixed interest securities with the aim of providing some balance to returns and lower overall volatility.

How to invest

Church House funds can be invested in directly by filling out an application form below. Our funds are also available across a number of fund supermarkets and life company platforms. Please view the private clients or the financial advisers pages for specific information.

You can also contact the Dealing Desk of Smith & Williamson Fund Administrators Ltd. (the fund administrators) on: 0141 222 1150

If you experience any difficulties, please get in touch with Leanne Harvey, at Church House on: 01935 382620 or anyone at enquiries@church-house.co.uk and they will be able to help.

If you are a Financial Adviser please follow this link financial advisers.

Download institutional application form.

Download individual application form.

Platforms

We are doing our best to get the Church House fund range onto as many as platforms as possible, as quickly as possible; however, it is often the case that a platform will want to see demand for a fund before they will list it so we would be very grateful if you could get in touch with your usual contact at the platform(s) that you use to ask them to include the Church House funds.

So that we can push things along, it would help if you could copy in s.liddle@church-house.co.uk when emailing a request to the platforms.  

All applications are made on the basis of the Prospectus, Key Investor Information Document, most recent annual or semi-annual report and the application form. Please read these carefully prior to investing. If you are unsure about the suitability of an investment please consult an authorised financial adviser.