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.
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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
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We have six Church House Funds which form the 'building blocks' of our discretionary portfolios.
We offer six 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 building blocks for our private client portfolios and they are now available to all investment professionals.
Our funds were designed to meet specific investor objectives
Investors have full visibility over where their money is invested
Equity investing is centred on identifying pricing opportunities
Proven disciplines are in place to manage volatility
Open to discretionary managed clients, investment professionals and direct investors.
Supporting materials to provide additional information
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.
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.
Important reference materials including Key Investor Information Documents (KIIDs) and Reports.
A podcast featuring our UK Fund Managers, Fred Mahon and Rory Campbell-Lamerton, looking at what has happened recently in financial markets. Breaking topics down to easily digestable, bitesize topics, the Fund Managers provide their informed views and insights as well as their outlook.
You can now follow and download the podcast on any of these streaming platforms.
Joined Church House in 2003 following a career in the military which was followed by time with Merrill Lynch and an international private bank.
Private Client Team