Welcome to Charteris Treasury Portfolio Managers Limited
Our clients benefit from our focus on absolute performance giving the best possible returns on investment
Charteris' Elite Charteris Premium Income Fund and the City Financial Strategic Gilt Fund have been top performing funds in their sectors over the past three years beating larger rivals, being at the top of performance tables for both IMA UK Equity Income and IMA UK Gilt sectors respectively.
The WAY Charteris Gold Fund, launched in the first quarter of 2010, reached top spot across the country, rated number one out of more than 3,000 mutual funds over the first three trading months of its existence.
The funds' exceptional performance is attributed to Ian Williams, their highly successful CityWire A-rated Fund manager. "I am absolutely delighted, as are Charteris’ investors, by these spectacular results".
Charteris is an independent investment management service managing private client portfolios on a discretionary basis alongside its three regulated investment funds. Charteris is authorised and regulated by the Financial Services Authority (FSA).