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You are here: Manager factsheet

Jeremy Wharton

FE Alpha Manager
Church House Investment Mgmt
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has under-performed the peer group more often than not. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Jeremy is a Director of Church House with a particular involvement in Fixed Income. He 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, before joining Church House in 2004. He is lead manager of the Church House Investment Grade Fixed Interest Fund and co-manages The Tenax Fund. He is a Chartered Fellow of the Chartered Institute of Securities & Investment.
Total return for Jeremy Wharton
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jeremy Wharton

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Jeremy Wharton -0.3 2.9 5.5 2.1 3.7 4.8 9.4 1.0 9.4 14.5
Peer Group Composite -0.7 3.9 6.4 2.6 4.2 4.4 8.5 1.4 7.5 14.6
Over / Under 0.4 -1.0 -0.9 -0.5 -0.5 0.4 0.9 -0.4 1.9 -0.1
Performance vs peer group composite: Jeremy Wharton
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
SVS Church House Investment Grade Fixed Interest Lead manager IA Sterling Corporate Bond since Nov 01 2005 to present
SVS Church House Tenax Absolute Return Strategies Co-managed IA Targeted Absolute Return since Nov 22 2007 to present
Funds managed previously
Fund Periods
No previously managed funds
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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