Charteris - Treasury Portfolio Managers Limited

News Archive - 2016

Gold hits top spot
23 Dec 2016
Moneyweek magazine article written by John Stepek regarding fund performances for calendar year 2016. Article includes mentions the Charteris Gold and Precious Metals being the number one fund for the year as he reflects on strong moves in the commodity markets.
Link to full article (pdf)

Chelsea Financial's "naughty and nice" funds of 2016
21 Dec 2016
Investment Week magazine article written by Darius McDermott, managing director at Chelsea Financial regarding fund performances for calendar year 2016. Article includes mentions the Charteris Gold and Precious Metals being the number one fund in his "nice" list for the year and analyses the best and worst performers across all sectors for the calendar year.
Link to full article (pdf)

Investing in Commodities - A Golden Opportunity
30 Nov 2016
European Pensions article written by Lynn Strongin Dodds who explores the momentum behind pension funds' investment in gold and how it can be held as a short-term hedge against volatility. The WAY Charteris Gold and Precious Metals fund features as do quotes from CEO Ian Williams.
Link to full article (pdf)

Global New Ideas 2016 Citywire Conference
29 Nov 2016
CityWire Wealth Manager launched a new UK event called "Global New Ideas". Charteris' Head of Research, Nick Taylor was invited to this inaugural event as the event saw some of the UK's most influential fund selectors and wealth managers arrive ready to hear some of the newest, most innovative strategies on the market today.
Link to full article (pdf)

The Trump effect: Funds that won in the wake of US Election Shock
21 Nov 2016
CityWire New Model Adviser article written by Shunil Roy-Chaudhuri focuses which funds managed to ride the wave and outperform in the immediate aftermath of Donald Trump winning the US Election. The Elite Charteris Premium Income Fund was the top performer in the IA Equity Income Sector sourced by Citywire. Manager Ian Williams contributes to the article.
Link to full article (pdf)

Ways to outperform a crowded market
18 Nov 2016
CityWire Wealth Manager article written by Sam Antrobus. The special feature surrounds the crowded market of UK Equity funds and possible alternatives available to investors. Investment Manager Mark Williams contributes to the piece alongside peers of the industry.
Link to full article (pdf)

The Strong Case for UK Equity Income
10 Nov 2016
Fund Strategy article written by Brian Tora. Feature on how important the IA UK Equity Income Sector continues to be for investors. The Elite Charteris Premium Income Fund is the best second best fund in the sector in last six months and fifth in the last year according to their figures.
Link to full article (pdf)

Charteris' Williams: How silver exposure led us to the top of the IA Universe this year
31 Oct 2016
Investment Week article written by Daniel Flynn. The feature is on the Charteris Gold & Precious Metals fund and goes into detail about how the silver exposure has helped the fund's good performance so far year to date.
Link to full article (pdf)
Link to full article (pdf)

Fund delivers a 12 month return of 179% as gold prices rise
2 Oct 2016
Mail on Sunday feature written by Jeff Prestridge. The article focuses on Gold and Funds inside that sector. Charteris Gold & Precious Metals fund is the featured fund in the article as the best performer over the reporting period as well as an interview with company CEO Ian Williams.
Hyperink to article

Four rallying funds betting big on Brexit's winners
27 Sept 2016
FE Trustnet article written by Lauren Mason looks at the UK Equity funds that have a high weighting to the top performing stocks since the Brexit vote on 23rd June 2016. The Charteris Premium Income Fund features as one of the best funds since the vote.
Link to full article (pdf)

Enhanced Appeal: Going after the ETF Crown
26 Sept 2016
CityWire New Model Adviser article written by Sam Antrobus. The special report focuses on potential alternatives to the ETF product available to investors. Investment Manager Mark Williams contributes to the piece alongside peers of the industry.
Link to full article (pdf)

Brexit vote aftermath: Which funds were the winners and losers?
23 Sept 2016
Investment Week article written by Laura Dew focusing on which funds and sectors performed best and worst after the Brexit vote. The WAY Charteris Gold & Precious Metals fund is mentioned as being one of the best.
Link to full article (pdf)

The impact of populism, the supercycle and gold as insurance - PAM Insight Roundtable Panel Discussion
22 Sept 2016
PAM Insight article written by Tristan Blythe. PAM co-hosted a roundtable discussion with ETF Securities entitled "Where are we in the commodity super-cycle?" Participants included Charteris CEO and Chairman Ian Williams
Link to full article (pdf)

Charteris makes double manager hire
20 Sept 2016
Portfolio Adviser article written by Alex Sebastian focusing on Charteris adding two investment managers to the company - Colin Robertson and Jonathan Morgan as well as a new Head of PR, Neil Thapar.
Link to full article (pdf)

Gold funds up over 100 per cent: time to sell, or buy more?
1 Sept 2016
Money observer article written by Kyle Caldwell with a feature on Gold Funds and the performance of the sector over recent months. Charteris Gold & Precious Metals fund is featured in the article as the best performer over the reporting period posting gains of 171%
Link to full article (pdf)

The funds that've shot the lights out a year on from Black Monday
23 August 2016
FE Trustnet article written by Alex Paget examines funds that have performed well twelve months on from "Black Monday". The Charteris Gold & Precious Metals Fund appears at the Number 1 spot across the entire Investment Association universe.
Link to full article (pdf)

Investment Week - Data Dashboard
August 2016
Industry magazine Investment Week compile performance figures for Unit Trusts and Funds and rank them accordingly against each other. The Charteris Gold & Precious Metals Fund appears at the Number 1 spot in the "Top 10 performing funds over one year" category.
Link to full article (pdf)

Charteris & "Blue-Chip" Gold & Precious Metals Mining companies
August 2016
Charteris CEO and lead manager on the WAY Charteris Gold & Precious Metals Fund, Ian Williams is interviewed for an article on Sharps Pixley. The Bullion Broker now wholly owned by Degussa are said to be the leaders in physical bullion in Europe.
Link to full article (pdf)

Press Round-up: Gold hits number one
August 2016
Focus features on the Gold & Precious Metals markets appeared in both Investment Week and Investment Adviser magazines. In both publications, the WAY Charteris Gold & Precious Metals fund received honourable mentions.
Link to full article (pdf)
Link to full article (pdf)

City AM - MONEY Magazine
July 2016 - Issue 09
Financial newspaper City AM produces a personal finance and investment magazine. Inside the publication is a feature on Gold wirtten by Annabelle Willians. The Charteris Gold & Precious Metals fund is featured in the article as the second best performing fund in this space.
Link to full article (pdf)

Brexit - one week on
1 July 2016
Every-Investor article focusing on investment trends post-brexit vote. The Charteris Gold & Precious Metals fund is featured in the article as the second best performing fund across all sectors post the brexit vote.
Link to full article (pdf)

Citywire: Variety Value: The hunt for returns amid uncertainty
June 2016
Citywire Wealth Manager's Sam Antrobus interviews wealth managers across the UK with focus on the multi-asset sector as well as niche opportunities. Charteris manager Mark Williams is interviewed alongside industry peers in Citywire New Model Adviser magazine.
Link to full article (pdf)

A 107pc return in six months: Gold funds storm 2016 performance tables
26 May 2016
Telegraph article written by Emma-Lou Montgomery with a special feature on Gold Funds and the performance of the sector over recent months. Charteris Gold & Precious Metals fund is featured in the article.
Link to full article (pdf)

Is it time to invest in Gold?
9 May 2016
Money observer article written by Kyle Caldwell with an article on Gold Funds and the performance of the sector over recent months. Charteris Gold & Precious Metals fund is featured in the article as the second best performer over the reporting period.
Link to full article (pdf)

Citywire: Alternative Investments Special Feature - Seeking out new routes
April 2016
Citywire Wealth Manager's Sam Antrobus interviews wealth managers across the UK with focus on the alternative markets sector. Charteris manager Mark Williams is interviewed alongside industry peers in both Citywire New Model Adviser & Citywire Income plus magazines
Link to full article (pdf)
Link to full article (pdf)

The big turnaround stories of Q1...and the major sector laggards
11 April 2016
Investment Week article written by Laura Dew focusing on which funds and sectors performed best in first quarter of 2016. The WAY Charteris Gold & Precious Metals Fund appears second best across all sectors.
Link to full article (pdf)

Citywire: Fixed-Income Liquidity Feature
March 2016
Citywire Wealth Manager's Sam Antrobus interviews wealth managers across the UK with focus on liquidity issues in the Fixed Income markets. Charteris manager Mark Williams is interviewed alongside industry peers.
Link to full article (pdf)

Citywire: High-Yield Feature
Jan 2016
Citywire Wealth Manager's Sam Antrobus interviews wealth managers across the UK with focus on the high yield sector of global investment markets. Charteris manager Mark Williams is interviewed alongside industry peers.
Link to full article (pdf)