Charteris - Treasury Portfolio Managers Limited
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HC Charteris Property Fund

Morningstar 1 star & FE Quadruple Crown Rated

The aim of the HC Charteris Property Fund is to provide long term income and capital growth from investment in a diversified portfolio of property related investments including Property Funds, listed securities and Real Estate Investment Trusts (REITs).

Located in the IA Property Sector, it aims to provide superior returns than traditional Bricks & Mortar funds as well as the EPRA/NAREIT Index through its exposure to liquid assets. There will be NO geographical restrictions in respect of chosen investments and is priced on a daily basis. The Fund is fully authorised & eligible for inclusion in ISAs and SIPP's.

HC Charteris Property Fund latest quarterly Fact Sheet (PDF)

HC Charteris Property Fund Brochure (PDF)

HC Charteris Property Fund latest Presentation (PDF)

HC Charteris Property Fund - KIID A Acc Class (PDF)

HC Charteris Property Fund - KIID A Inc Class (PDF)

HC Charteris Property Fund - KIID B Acc Class (PDF)

HC Charteris Property Fund - KIID B Inc Class (PDF)

HC Charteris Property Fund - KIID R Acc Class (PDF)

HC Charteris Property Fund - KIID R Inc Class (PDF)

HC Charteris Property Fund - Individual / Joint / Trustee Application form (PDF)

HC Charteris Property Fund - Corporate Application form (PDF)

HC Charteris Property Fund ICVC - Full Prospectus (PDF)

HC Charteris Property Fund ICVC - Instrument of Incorporation (PDF)

Due Dilligence Questionnaire for the HC Charteris Property Fund (PDF)

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