SVS Church House Tenax Absolute Return Strategies


Fund Strategy Multi Asset
Fund Geography Global
Investment Advisor Church House Investment Management
Portfolio Manager James Mahon, Jeremy Wharton
Fund Currency GBP
Fund AUM £403m
Fund AUM as of 25 September 2019
Fund Inception 22 November 2007
Fund Indices AH Multi Asset UCITS Index

Fund Objective

Tenax has an absolute return objective, aiming to achieve positive returns over rolling twelve-month periods at low levels of volatility. Capital invested in the Fund is at risk, there is no guarantee that a positive return will be achieved over a rolling twelve-month, or any other, period. The portfolio is diverse across asset classes; investments are principally direct (it is not a fund-of-funds) but other funds may be held to provide further diversification. The benchmark for the Fund is three-month £ LIBOR. Capital preservation is key; the Fund is prepared to hold high proportions in cash and other low-risk assets.

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