IFSL Church House Tenax Multi-Asset Strategy C Accumulation
Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
184.70p
0.50p (+0.27%)
Fund Code
CHACA
BNBNRF2
GB00BNBNRF27
Prices updated as at 16 Apr 2025
Prices in GBX
Investment objective
The aim of the Fund is to increase the value of an investment over a minimum of 5 years through a combination of capital growth, which is profit on investments held, and income received by the Fund, which is money paid out of investments, such as dividends from shares and interest from bonds. The Fund is actively managed, which means the Investment Manager decides which investments to buy or sell and when. The Fund will have exposure to a broad range of asset classes across different industries and geographical regions, however not all asset classes will always be held: at least 45% in investment grade bonds (which are loans typically issued by companies and governments) and money market instruments. Up to 35% in shares of companies. Up to 10% may be invested in collective investment schemes, exchange traded funds, and exchange trades commodities.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Church House Investment Management
Fund launch date
21 Nov 2007
Domicile
United Kingdom
UCITS
Yes
Lead manager
Jeremy Wharton
Lead manager start date
22 Nov 2007
Lead fund manager biography
Jeremy is CEO, Joint CIO and had a 14 year career in the City during which he worked in the Gilt market and co-founded an independent Gilt broker. He then spent 5 years as a professional investor in derivatives, trading a global macro derivatives book. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds Financial Express Alpha Manager status.
Lead manager
James Mahon
Lead manager start date
22 Nov 2007
Lead fund manager biography
James is Joint Chief Investment Officer and was instrumental in the establishment of Church House Investment Management in 1999. He brings many years of experience to his role, became a member of the London Stock Exchange in 1980 and has held a number of senior posts including being a partner in stockbrokers Galloway & Pearson, a director of Hoare Govett and Managing Director of Archdale Securities. James is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Head office
Church House Investment Management
25 Moorgate
United Kingdom
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