Background

CHUK was launched in 2000 as a  building block for Church House private client portfolios, providing core exposure to high quality UK equities with an emphasis on FTSE 350 companies.

Risk controls & management

- Liquidity monitoring: average market cap of £76bn
- ESG checklist for all holdings
- Individual position limits:

  • 2-5% position size FTSE 350 holdings
  • <2% position size in small cap/AIM
  • 45-55 positions

- Normal ranges:

  • FTSE 350: 60-75%
  • International Holdings (listed overseas): 10%-18%
  • FTSE Small Cap & AIM: around 10%
  • Cash: up to 5%

Investment philosophy

CHUK is an actively managed and focused portfolio of high quality equities, typically 45/55 holdings. At least  80% of the Fund is invested in UK companies but the  Fund will hold some international equities where the UK market lacks exposure (e.g. Technology and Pharmaceuticals). Also, around 10% of the portfolio  may be invested in smaller/AIM-listed companies.

‘Quality’ is the overriding stock selection theme and is defined as companies having:

◆    High barriers to entry
◆    Strong future recurring revenue
◆    High return on capital employed/free cash flow
◆    Proven management and corporate culture
◆    Strong corporate governance

How to invest

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 using the link below.

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 use the link below.

Platforms and direct investing

Contact us

To discuss your requirements, or to find out more about our funds and services, please contact us:

Sam Liddle Sales Director

Intermediary Sales

  • 07887 520621
  • s.liddle@church-house.co.uk

Matthew Goodsir Business Development Manager

Intermediary Sales

  • 020 7534 9877
  • m.goodsir@church-house.co.uk