RSMR Fund Rating

RSMR provide specialist research to help advisers and wealth managers to deliver sound advice to their clients backed by rigorous and structured research and due diligence

RSMR ratings are founded on a strict methodology that considers performance and risk measures but places a greater emphasis on the ability of fund managers to continue to deliver performance in the years ahead. In conclusion RSMR stated:

Overall, the SVS Church House TENAX Absolute Return Strategies fund is an excellent option for investors looking for a relatively simple, absolute return focused fund with low volatility and drawdown characteristics.

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Alpha Fund Manager

Co-manager of the Tenax Absolute Return Strategies Fund, Jeremy Wharton, is rated as an FE Fundinfo Alpha Manager

The Alpha Manager rating from FE Fundinfo is a quantitative rating that distinguishes the top UK fund managers based on alpha generation and outperformance across their career history, allowing investors to instantly identify those managers who have consistently outperformed their peer group over time. 

Only the top 10% of UK managers receive this accolade, representing those managers who are the very best of the best in the industry. 

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Independent assessment

Tenax is an award-winning fund which holds a wide range of respected ratings

A wide variety of independent research businesses have rated the Tenax Absolute Return Strategies and it has also achieved several industry awards

Delivering diversification and defending downside risk

What the Tenax Absolute Return Strategies Fund offers fund selectors

In a sector dominated by complex products, the Tenax Absolute Return Strategies Fund is notable for its straightforward approach to investing. It is based on three core principles: a clear performance objective, over a specified time period partnered with appropriate controls to minimise volatility.

Operating as multi-asset solution, Tenax has enjoyed significant growth in recent years having attracted the attention of fund selectors looking for a defensive holding in their portfolios to protect against the worst extremes of market volatility. With its origins in a private investor portfolio, where the primary need was for long-term preservation of capital, the management style is one of patience in pursuit of the returns investors expect without the shocks they fear.

More about Tenax

Church House can invest in equities as well and has a lot of flexibility in terms of asset class. If they like equities, for instance, they can start building positions in equities, but they are not going to be an equity fund - they're trying to protect client capital. They're very transparent with what they are holding in their portfolio.

Professional Adviser - Nov 19

Ben Willis - Prof Adviser Nov 19

Head of Portfolio Management Chase de Vere

The Church House Tenax Absolute Return Strategies fund, a long-only multi-asset vehicle, which invests directly in assets, rather than using the ‘fund of fund’ route. The fund places capital preservation at the heart of its investment process.

Portfolio Adviser - 25th March 2020

Darius McDermott - Portfolio Adviser March 20

Managing Director Chelsea Financial Services

It has been tested through different difficult market environments and generally passed each one with flying colours. The fund offers reliability and consistency when many of the others in the sector don’t.

Trustnet - 24th Feb 2020

Andy Merricks - Trustnet Feb 2020

Fund strategy consultant at Skerritts Wealth Management

A boutique fund run by two very experienced managers, James Mahon and Jerry Wharton, this is an extremely useful portfolio diversifier. Church House Tenax Absolute Return Strategies fund is one of the few in the sector that targets an absolute return from diversification and risk management alone.

Trustnet - 9th March 2020

Darius McDermott - Trustnet March 20

Managing Director Fund Calibre