Charteris - Treasury Portfolio Managers Limited

 

 

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HC Charteris Gold & Precious Metals Fund

FE Single Crown Rating

This fund was launched in the first quarter of 2010 to invest in Gold & Gold assets. The fund hit national headlines after hitting the number one spot in the UK during the maiden four months of its trading existence.
The fund carried on that trend in calendar year 2016, where it became the TOP UK fund across all sectors including the IA Specialist as well as the Citywire Wealth Manager Commodities sector.* (PDF)

This fund is a "long-only non-leveraged" fund that aims to provide investors with exposure to Gold and “Blue-chip” Gold mining companies utilising the considerable experience of the Charteris investment team in this sector.
The fund will not "short" or "hedge" Gold or assets in any way but does have the flexibility to hold up to 10% in other funds (ETF's) and invest in Gold ETC's.

The Fund is eligible for inclusion in ISAs & SIPPs.

Fund fact sheet (PDF)

Fund Brochure (PDF)

Fund's power point presentation (PDF)

HC Charteris Gold & Precious Metals - KIID I Acc Class (PDF)

HC Charteris Gold & Precious Metals - KIID I Inc Class (PDF)

HC Charteris Gold & Precious Metals - KIID A Acc Class (PDF)

HC Charteris Gold & Precious Metals - KIID A Inc Class (PDF)

HC Charteris Gold & Precious Metals - KIID B Acc Class (PDF)

HC Charteris Gold & Precious Metals - KIID B Inc Class (PDF)

Investment Application Form - Individual / Joint / Trustee Document (PDF)

Corporate Investment Application Form (PDF)

HC Charteris Gold & Precious Metals - Instrument of Incorporation (PDF)

Prospectus for the HC Charteris Gold & Precious Metals Fund (PDF)

*Data available on request, Past performance is not a guide to future performance. Investments can fall as well as rise