Externally Audited Performance
Church House Investments does not invest purely on performance, but to deliver investment objectives and risk management with which the underlying client is comfortable.
Church House Investments manages individual clients via seven strategic asset allocation models 2 through 8. The asset classes we include are UK Fixed Interest, UK and Overseas Equities. We invest client's assets in line with their 'Attitude to Risk' and Investment Objectives', thus each portfolio will be individualised to some extent.
As an exercise in external professional review we have asked WM Performance (A State Street Company) to asses:
- Risk Scale 3 ( Income portfolio)
- Risk Scale 5 ( Balanced Portfolio)
- Risk Scale 7 (Growth Portfolio)