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Funds
Linked to this page, in .pdf format, are the four most recent editions of the Quarterly Review prepared by James Mahon, our Investment Director.
The report is just one of the methods we use to communicate with our private clients, and forms part of the on-going dialogue we have with them.
Among other features, each report includes comments on our four core portfolio funds: Church House UK Managed Growth, Investment Grade Fixed Interest, Balanced Value & Income and The Tenax Fund. All these funds are unit trusts apart from The Tenax Fund which is an OEIC. These are principally designed for our clients to assist in providing them with tax-efficient and diversified portfolios. Their inclusion in portfolios will depend upon each client’s individual circumstances and objectives. The report should not be understood to be promoting any or all of the funds in their own right; only as part of our overall service.
Quarterly Reviews