Charteris - Treasury Portfolio Managers Limited

News Archive - 2010

How about playing the spike in the silver price?
29 Dec 2010
Ian Williams writes for Citywire Magazine about the meteoric rise of Silver and how this has benefited both the Elite Charteris Premium Income Fund and the WAY Charteris Gold Fund.
Link to full article (pdf)

Time to profit from Inflation
19 Dec 2010
Sunday Times article written by Ali Hussain about Bonds, gilts, shares and property. Ian Williams is quoted regarding his take on the state of the gilt market.
Link to full article (pdf)

Charteris Treasury Portfolio Managers enters CityWire Directory 2010
12 Nov 2010
Company acquires entry into the CityWire Directory for distinguished Investment Management companies for 2010.
Link to full article (pdf)

QE is unlikely to do anything other than generate inflation
27 Oct 2010
CityWire article written by Danielle Levy focusing on Ian Williams and his views on gilts, asset allocation and what effect QE will have on inflation.
Link to full article (pdf)

Gilt Manager expects "major losses"
26 Oct 2010
Ian Williams speaks to Investment Week's editor Hysni Kaso in detail about the gilt market and his views on what lies ahead.
Link to full article (pdf)

Overseas Equities offer the best returns
21 Oct 2010
CityWire Magazine article written by Charteris Chairman Ian Williams covering asset allocation, negative real yields in gilts and benefits on overseas equities..
Link to full article (pdf)

Enchanted returns and reducing volatility
4 Oct 2010
Ian Williams speaks to Investment Adviser's Jenny Lowe in detail about the Charteris Managed "City Financial Strategic Gilt Fund". The fund is this weeks Fund “In the Spotlight” for the IMA UK Gilt sector.
Link to full article (pdf)

How can Discretionaries steer clear of the retail distribution review grey area?
2 Sept 2010
CityWire article by Danielle Levy featuring Ian Williams about RDR changes in the industry.
Link to full article (pdf)

Gilts: The latest bubble?
30 Aug 2010
Investment Week article on Ian Williams and his views on Gilts and the Gilt Market.
Link to full article (pdf)

Gilt buying "lunacy" fuelling the next bubble
27 Aug 2010
Gilts along with other major bond markets, including US Treasuries and German Bunds, have seen yields fall to levels never seen before during the lifetime of the average investor.
Link to full article (pdf)

Gilt Fund rises in Consistent Top 50
16 Aug 2010
In league tables published by Investment Week magazine, they show the CF gilt fund run by Ian Williams third against every other mutual fund in the UK which covers consistent performance.
Link to full article (pdf)

Equity Fund hits number 1 spot
5 Aug 2010
In league tables published by Professional Adviser magazine, they show the Elite Charteris Premium Income Fund as number one in the IMA UK Equity sector.
Link to full article (pdf)

Doomsters do a U-turn on UK Gilts
18 July 2010
Sunday times feature on Gilts and market conditions, Ian Williams quoted and his predictions proving correct for 2010
Link to full article (pdf)

Heavy Metal
8 July 2010
Mark Dampier’s Fund Focus article in Moneymarketing magazine feature on WAY Charteris Gold Fund and Ian Williams
Link to full article (pdf)

Dig a little deeper for the real value in gold
3 July 2010
Mark Dampier's column in the Independent focusing solely on Ian Williams and the gold funds performance
Link to full article (pdf)

Way gold fund looks to strong growth
28 June 2010
Investment Adviser article feature on gold fund and quotes Ian Williams, written by John Lappin
Link to full article (pdf)

Way gold fund looks to strong growth
28 June 2010
Financial Times adviser article by John Lappin reviewing and quoting Ian Williams about his gold funds performance
Link to full article (pdf)

Way Charteris Gold fund takes number one spot
22 June 2010
globalfundwire.com article reviewing gold fund hitting number 1 in the tables featuring and quoting Ian Williams
Link to full article (pdf)

Way Charteris Gold fund storms to number one spot four months after launch
21 June 2010
CherryPLC.co.uk article reviewing gold fund hitting number 1 in the tables 4 months after its launch, featuring and quoting Ian Williams
Link to full article (pdf)

Newcomer WAY Charteris Gold posts strong returns
18 June 2010
Investors Chronicle article written by Maike Currie featuring Ian Williams’ strong performance for gold fund's good performance since launch
Link to full article (pdf)

AJ Bell launches service to ease managers' admin burden
20 May 2010
Citywire article written by Danielle Levy reviewing the innovative deal struck between Charteris and AJ Bell
Link to full article (pdf)

Can David Cameron sell the Lloyds and RBS stakes this year?
12 May 2010
Citywire article written by Dylan Lobo reviewing the new coalition UK Government's potential policy regarding Lloyds and RBS. Ian Williams asked and quoted for his thoughts
Link to full article (pdf)

citywire

 

Wealth Manager Profile: 'Wealth management has become complicated to charge more. We don't do that'
10 May 2010
Citywire front cover and centre page spread/article about Charteris and it's important people written by Danielle Levy
Link to full article (pdf)

 

 

 

 

Way insists Gold fund’s rivals have grown too big
6 April 2010
Financial times adviser article by John Kenchington reviewing the gold fund, features and quotes Ian Williams
Link to full article (pdf)

Manager Focus - Ian Williams
30 March 2010
Fund Strategy's Hannah Smith choice of Investment Manager focus is Chairman Ian Williams
Link to full article (pdf)

Why time cycles should shape your portfolio construction
30 March 2010
Citywire magazine article written by Ian Williams discussing cycles and their affect on the markets
Link to full article (pdf)

Why time cycles are key when it comes to portfolio construction
18 March 2010
Citywire magazine article written by Ian Williams discussing cycles and their affect on the markets
Link to full article (pdf)

Going for Gold
Spring 2010 WAY newsletter
Feature on newsletter distributed by WAY to all clients informing all about launch of Gold fund and quotes from Ian Williams
Link to full article (pdf)

Ian Williams gains A rating
22 March 2010
CityWire magazine article written by Michael Atta-Mensah showcasing Ian Williams rising in Citywire rankings.
Link to full article (pdf)

Brown steps up attack on economy as Poll Gap Narrows
15 March 2010
Bloomberg article focusing on the upcoming UK Election. Charteris CEO Ian Williams comments on Poll gaps narrowing
Link to full article (pdf)

Brown Shipley and Charteris rated Managers clash on Gilts
11 February 2010
Citywire magazine article written by Kevin Doran replies to an Ian Williams article about the Gilt market.
Link to full article (pdf)

Why the end of QE may not spark gilt bloodbath
10 February 2010
Ian Williams writes for CityWire magazine about Gilts, QE and what the effects will be.
Link to full article (pdf)

WAY Fund Managers launch two new equity plans
8 February 2010
myintroducer.com feature on launch of Gold Fund and Ian Williams named as Fund Manager
Link to full article (pdf)

A Chance to buy bricks-and-mortar at a discount
6 February 2010
The IRS Report review Gold and Ian Williams interviewed/quoted (issue 304) by Peter Shearlock
Link to full article (pdf)

WAY Investment Managers to launch new funds and set up "Star Chamber"
25 January 2010
CityWire magazine article written by Nicholas Paler regarding the launch of three funds (including the WAY Charteris Gold Fund) and set-up of a "Star Chamber" including Charteris CEO Ian Williams
Link to full article (pdf)