Individuals and Families

Investment Funds

A range of investments funds for use in diversified portfolios or available for direct investment

The Church House range of funds

We offer a series of 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 soley as the building blocks for our private client portfolios and now they are available to all investment professionals. 

Guide to our Funds

Origins in client portfolios

Our funds were designed to meet specific investor objectives

Full transparency

Investors have full 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 direct investors, discretionary managed clients and investment professionals

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 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.

Investment Grade Fixed Interest

A low volatility fund that brings stability to a portfolio

Tenax Absolute Return Strategies Fund

Focused on capital preservation

Balanced Equity Income

Balancing income and growth

UK Equity Growth

Core growth holding for a diversified portfolio

UK Smaller Companies

Capitalising on the opportunities in more agile companies

Esk Global Equity

Provides exposure to international markets

The Fund Managers

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.

Fund Manager Biographies

Fund Informaton

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

Fund Name KIID (A) KIID (B) Annual Report Interim Report Prospectus Assessment of Value
Investment Grade Fixed Interest Link to downloadable PDF N/A Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF
Tenax Absolute Return Strategies Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF
Balanced Equity Income Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF
UK Equity Growth Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF
UK Smaller Companies Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF
Esk Global Equity Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF Link to downloadable PDF

Direct Fund Investment

Church House funds are available for direct investment, and our partner, IFSL (Investment Fund Services Limited) manages the process. There are two options when looking at direct investment, both are detailed below.
 

Important information

Prospective investors should read a fund Prospectus, Key Investor Information Document and the most recent annual or semi-annual report before applying or processing a transaction over the telephone. These documents can be accessed earlier on this page.

Please make sure you read these documents carefully and if you are unsure about the suitability of an investment please contact us to discuss our wealth management services or get in touch with an authorised financial adviser.

Option 1

The first route is to undertake a transaction over the telephone with IFSL. There is a dedicated dealing desk, and the number is shown across.

Call 0808 164 5458.

Option 2

Alternatively, investors can complete an application form and email this directly to IFSL at dealing@ifslfunds.com. We have included a link to the Unit Trust/OEIC form. Other forms are required when holding funds in a specific account, such as an ISA (Individual Savings Account), and these are available on the IFSL website, a link is below. The form contains details of the available payment options. Where the form requests the 'Sedol/ISIN of fund' in Section E, you can find this by clicking on the relevant KIID for the fund in the table above. If you experience any difficulties with this process please contact our Client Services Team on 01935 382620 or email us at enquiries@church-house.co.uk

Additional applications forms

Download Unit Trust/OEIC application form

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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