Jeremy Wharton, our joint Chief Investment Officer has been recognised by Financial Express as a 2019 Alpha Manager, making it the fourth year in succession

Jeremy Wharton manages our Investment Grade Fixed Interest Fund and together with James Mahon, he also co-manages our Tenax Absolute Return Strategies Fund

FE Alpha Manager Ratings, rate the performance of a fund manager over their career including all funds they have managed and places worked. They are designed to distinguish fund managers who have consistently performed well over the longer term. Approximately 2500 managers are analysed for this rating and only the top 10% of managers, who meet the scoring criteria, are deemed FE Alpha Managers.

"I am delighted to have received this recognition once again and it is a great endorsement for the wider Church House investment philosophy. Credit investing is a complex area and we capitalise on our expertise in this area to deliver the returns our investors expect, without the shocks they fear." Jeremy went on to say, "The last 12 months have been interesting time for markets and we are delighted to have navigated our way through them with some success, if only by containing the downside and reducing volatility. We look forward, at some point, to some kind of resolution to our home grown problems which will enable us to look forward. Until then we remain defensive, and to mis-use a well-worn phrase, we endeavour to be prepared for the worst, but hope for the best."

As an independent assessment, Fund Manager ratings are helpful for both professional advisers and retail investors. They are ultimately in place to help both make more informed decisions, which in turn allows more people to enjoy the benefits of actively managed investment portfolios.

Both Tenax and Investment Grade Fixed Interest funds are available across a wide range of popular retail investment platforms and they are also important 'building blocks' of our discretionary managed portfolio services

More information on how to invest is available here

Share this

How would you like to share this?

Twitter icon
Linkedin icon
Email icon