Elite Charteris Strategic Gilt Fund (soon to be launched)
The Elite Charteris Strategic Gilt Fund aims to offer a superior risk adjusted return over that of passively holding a conventional gilt portfolio with similar characteristics. The funds portfolio is fine tuned by utilising a set of return-enhancing investment tools to generate significant performance.
Charteris also have unique access to the proprietary Giltsoftmodel. Developed by gilt expert Patrick Phillips, this unique real-time model has an exceptional track record of successfully forecasting the all important shape of the yield curve. Performance in this sector led to Charteris CEO Ian Williams being “highly commended” at the FMYA ceremony in 2010.
The Fund is fully authorised & eligible for inclusion in ISAs and SIPP's.
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*Data available on request, Past performance is not a guide to future performance. Investments can fall as well as rise