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IFSL Church House UK Equity Growth Class Z - Income (GBP)

Sell:210.50p Buy:210.50p Change: 2.20p (1.03%)
Prices as at 12 November 2024
Sell:210.50p
Buy:210.50p
Change: 2.20p (1.03%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 12 November 2024
Sell:210.50p
Buy:210.50p
Change: 2.20p (1.03%)
Prices as at 12 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The UK stock market is home to lots of world-class companies. From international giants to a diverse array of smaller businesses. This provides a rich hunting ground for fund managers in this sector. They all try to grow investors' money over the long term, but each goes about it in a different way. Some focus on larger companies in the FTSE 100 index, others invest in medium-sized or smaller companies, and some have the flexibility to invest in any company, regardless of size. Some aim to match or deliver a return similar to the broader UK stock market. Others have the freedom to try and make as much money as possible for investors and take more risks. That could mean investing in only a small number of companies, for instance. A fund that invests in UK shares is normally the first port of call for UK-based investors. But with such a variety on offer, investors should make sure a fund is right for their circumstances before investing.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

11/11/19 to 11/11/20 11/11/20 to 11/11/21 11/11/21 to 11/11/22 11/11/22 to 11/11/23 11/11/23 to 11/11/24
Annual return n/a 24.40% -15.32% -1.30% 17.13%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

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Manager Name: Fred Mahon
Manager start date: 30 September 2019
Manager located in: London

Fred joined Church House in September 2019 as co-manager of the Church House UK Equity Growth Fund. Previously, Fred worked at JM Finn where he was manager of JM Finn's multi-asset portfolios. Fred's primary focus is on UK equities. Fred studied History at the University of St Andrews and is a CFA Charterholder.

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Manager Name: Rory Campbell-Lamerton
Manager start date: 31 December 2017
Manager located in: London

Rory joined Church House in September 2012, after graduating from Newcastle University with a BA Hons in Modern languages (French & Spanish). Sitting on the firm's Investment Committee, Rory is primarily focused on global equity investment, co-managing the Church House UK Equity Growth Fund with James Mahon and Fred Mahon. He holds the CISI Certificate in Private Client Investment Advice & Management, the Investment Management Certificate and in 2018 he was named in Citywire's Top 30 Under 30, class of rising stars in the asset management industry.

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Manager Name: James Mahon
Manager start date: 1 July 2000
Manager located in: London and Dorset

James is the Chief Executive and Chief Investment Officer of Church House. He was instrumental in the establishment of Church House Investment Management in 1999 and brings many years of experience to his role. He 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.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now