Charteris - Treasury Portfolio Managers Limited
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HC Charteris Property Fund

This fund has now closed.

Charteris had acquired a property fund in Q2 of 2014 and subsequently renamed it, the HC Charteris Property Fund. It was a product that did not invest in physical property, nor fund of funds, but liquid listed securities only.

In its history, it did achieve top quartile performance in the IA Property sector in both 2015 and 2017 respectively under its new management team. The fund was one of the few property funds that did not "soft-close" after the Brexit result of 2016 but still outperformed the UK property indices for calendar year 2016. The decision to close was taken in Q3 2019, for any background enquiries about this product, please email: ml@charteris.co.uk