The Church House range of funds

We offer a series of six funds all with varying objectives making them ideal portfolio holdings or individual investments.

As Private Client Managers, we use the funds as building blocks for our own portfolios but also make them available to other investment professionals, such as Financial Advisers and Wealth Managers. The range includes our award winning Tenax Absolute Return Strategies and specialist Investment Grade Fixed Interest funds. 

Our fund management team is led by James Mahon and Jeremy Wharton, as joint Chief Investment Officers. Click here for fund manager biographies. 

Origins in client portfolios

Many funds were designed to meet specific investor objectives

Full transparency

Investors have full visibility over where their money is invested

Value 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 direct investors, discretionary managed clients and investment professionals

Range of resources

Regulatory documents, marketing materials and investment professionals factsheets

How to invest

Our Private Clients will invest in our funds through one of our portfolio management services, more information on which is available here. Other options are detailed below. 

Platforms

Financial Advisers, wealth managers and other professionals will find our funds listed on a wide range of retail platforms and they also appear on the main fund trading exchanges. A full list of the platforms we support is available here.

Direct Investors

We also have arrangements in place for individuals who want to invest directly without either our wealth planning or portfolio management services. For more information including full instructions, please click here.

Our Funds

Tenax Absolute Return Strategies Fund

Providing a straightforward approach to Absolute Return investing

Investment Grade Fixed Interest Fund

Offering a credit investment strategy focused on quality

UK Managed Growth Fund

Seeking value to drive returns in line with expectations

Balanced Equity Income Fund

Aiming to grow capital and deliver a rising income

Esk Global Equity Fund

Maximising global opportunities for growth investors

Deep Value Investment Fund

Finding returns from undervalued companies

The Fund Managers

Our funds are operated by a team of experts

Some are managed by individual managers while others are a collaboration between two members of our specialist team. 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 in the form of an Investment Commitee. You can access manager biographies here

Fund Data Centre

For quick access to a range of fund related resources such as factsheets and Key Investor Information Documents, visit our Fund Data Centre.

Access our resources

Our credentials

The investment media and independent researchers operate award programmes and produce independent ratings to help investment professionals in their fund due diligence. The Church House Tenax Absolute Return Strategies Fund has been recognised in a number of ways.