Charteris - Treasury Portfolio Managers Limited

Charteris Chairman & 2011 Trustnet Alpha Manager Ian Williams features regularly in the written national press as well as on television/radio broadcasters such as Bloomberg. If you haven't heard of us before, please view our Press Clippings PPT click here.

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

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)

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)

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)

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)

Cashing in: Wealth Managers name their most recent disposals
22 Oct 2015
Citywire Wealth Manager's Ted Monroe interviews four wealth managers across the UK with focus as to which stocks and/or investments they have sold recently. Charteris CEO Ian Williams is interviewed alongside industry peers.
Link to full article (pdf)

What did you read over the summer?
10 Sept 2015
Citywire Wealth Manager's Suzie Bliss interviews four wealth managers across the UK with light-hearted piece on literature that wealth managers have read over the summer months. Charteris Investment Manager Mark Williams is interviewed alongside industry peers.
Link to full article (pdf)

Bond Bears scent blood as bunds lead way down
14 May 2015
Citywire Wealth Manager's Dave Campbell has written a piece about the recent decline in performance of the German Bund. Charteris CEO Ian Williams is interviewed alongside industry peers in relation to this important fixed income market.
Link to full article (pdf)

Four Wealth Managers on the coalition's biggest achievements and failures
07 May 2015
Citywire Wealth Manager's Suzie Bliss interviews four wealth managers with focus on the coalition's biggest achievements & failures whilst in power. Charteris Investment Manager Mark Williams is interviewed alongside industry peers.
Link to full article (pdf)

An eulogy for War Loan 3.5 1952
March 2015
Charteris consultant Patrick Phillips was the guest host & speaker at the War Loan Redemption party held at the Imperial War Museum. The event was put together by Lloyds Bank at this historic event.
Link to presentation (pdf)

How will the Lib Dem voter exodus affect the election outcome?
12 February 2015
Wealth Manager article written by Danielle Levy with a focus on the upcoming UK General Election in May 2015. Charteris CEO Ian Williams, alongside industry peers, is interviewed regarding voter trends and bookmakers odds.
Link to full article (pdf)

Charteris launches fund to protect from bond reversal
4 February 2015
Citywire Wealth Manager Magazine article written by David Campbell covers the exciting news that Charteris have launched two new funds. The FP Charteris Fixed Income Fund and the FP Charteris Global Macro Fund. Charteris CEO Ian Williams will be the lead manager on the Fixed Income Fund and Terry Farrow will be the lead manager on the Global Macro Fund.
Link to full article (pdf)

Bonds look "Dangerous" at 300-Year High
7 January 2015
Bloomberg Article written by Anchalee Worrachate with a feature on Charteris CEO Ian Williams with particular focus on Bonds and the Fixed Income markets.
Link to full article (pdf)