Charities and Trustees

Investment Funds

We have six Church House Funds which form the 'building blocks' of our discretionary portfolios.

The Church House range of funds

We offer a series of seven investment funds with different objectives, making them ideal portfolio holdings or individual investments.

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

Origins in client portfolios

Our funds were designed to meet specific investor objectives

Full transparency

Investors have 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 assets. It is a real advantage if you also control the investment decisions in any underlying investment funds, as it means you have end-to-end control over the decisions that ultimately drive performance and volatility. By this, we mean the upward and downward movements in the value of a portfolio.

It is for this reason we have our own range of investment 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 Multi-Asset Strategy Fund, while those with a longer investment time horizon will likely benefit from more exposure to our UK Equity Growth and Esk Global Equity funds.

Investment Grade Fixed Interest

A low volatility fund that brings stability to a portfolio
Key Investor Information

Tenax Multi-Asset Strategy Fund

Focused on capital preservation
Key Investor Information

Balanced Equity Income

Balancing income and growth
Key Investor Information

UK Equity Growth

Core growth holding for a diversified portfolio
Key Investor Information

UK Smaller Companies

Capitalising on the opportunities in more agile companies
Key Investor Information

Esk Global Equity

Provides exposure to international markets
Key Investor Information

Human Capital

Innovative approach for long-term investors
Key Investor Information

Introducing the Human Capital Fund

An Innovative New Thematic Fund for Experienced Investors

The Human Capital Fund offers an exciting opportunity for investors seeking a fresh approach to long-term investing. This fund combines the proven management disciplines of Church House with an innovative approach to selecting companies with high-performance potential.

The manager aims to provide strong prospects for capital growth over the medium to long term by investing in businesses with a very specific set of characteristics. 

  • Highly incentivised management teams
  • Very acquisitive
  • Decentralised management style
  • Strong financials that can support expansion
Learn more

The Fund Managers

Our funds are operated by a team of experts

The fund managers are led by Chief Investment Officer and CEO Jeremy Wharton.

The majority of our managers have been presiding over their funds for many years, in some cases 20 years. They work closely with analysts, and oversight is provided by our Investment Committee.

Fund Information

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

Fund NameKIID (A)KIID (B)Annual ReportInterim ReportProspectusAssessment of Value
Investment Grade Fixed InterestLink to downloadable PDF N/ALink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDF
Tenax Multi-Asset StrategyLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDF
Balanced Equity IncomeLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDF
UK Equity GrowthLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDF
UK Smaller CompaniesLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDF
Esk Global EquityLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDFLink to downloadable PDF
Human Capital N/ALink to downloadable PDF N/A N/ALink to downloadable PDF N/A

Contact us

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

James Johnsen Director

Joined Church House in 2003 following a career in the military which was followed by time with Merrill Lynch and an international private bank. 

  • 020 7534 9871
  • j.johnsen@church-house.co.uk

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