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.

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 bring 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 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		N/A
Tenax Absolute Return Strategies
Balanced Equity Income
UK Equity Growth
UK Smaller Companies
Esk Global Equity

In the markets with Fred & Rory

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.

How to invest

A choice of investment pathway

Individual Investors have a choice in how they can invest in our funds.

Discretionary Managed Portfolios

Our most popular option, which involves providing a risk managed, diversified portfolio, designed to meet your personal objectives and tolerance for investment risk. We offer two services as part of this proposition; our Managed Portfolio Service for those with more straightforward needs, and a Tailored offering for those looking for a more customised solution.

Direct Investors

We 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, see details below.

Direct Fund Investment

Church House funds are available for direct investment, where the process is managed by our partner, Smith & Williamson Fund Administration Limited. 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. There is a dedicated dealing desk and they can be reached on 0141 222 1150.

Call 0141 222 1150

Option 2

Alternatively, investors can complete an application form and forward this directly to Smith & Williamson. The form contains details of the required evidence of identity, which will need to be submitted with the application plus full details of the available payment options. Click the button below to download the application form. 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

Download the Fund 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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