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 five UK Equity income funds that beat the FTSE All Share last year
20 Mar 2017
FE Trustnet article written by Jonathan Jones examines UK equity income funds and their performance in calendar year 2016. The Charteris Premium Income Fund was one of only five funds that managed to outperform the FTSE All Share Index whilst paying out a yield of just under 4%.
Link to full article (pdf)

Charteris may be a family affair but the company is not sentimental
16 Feb 2017
Citywire Wealth Magazine front cover and centre page feature written by David Campbell about Charteris Investment Manager Mark Williams focusing on calendar year 2016 performance for the Charteris Gold & Precious Metals Fund, the HC Charteris Global Macro as well as the HC Charteris Premium Income Fund as well as investment process of the individual.
Link to full article (pdf)

What does Trump mean for currencies and commodities?
24 Jan 2017
Yahoo Finance UK editorial feature by Zak Mir analysing impact of the new American President on different sectors of the global markets. CEO Ian Williams gives his views on the impact towards the commodities market.
Link to full article (pdf)

The funds seeing the biggest jump in their new crown ratings
23 Jan 2017
FE Trustnet article written by Lauren Mason examines funds following a re-balancing of FE Trustnet's crown ratings and the biggest positive moves based on their performance. The Charteris Gold & Precious Metals Fund has seen a ratings jump from two crowns to five in the re-balance.
Link to full article (pdf)

Investment Week - The Big Question : Have investors become too optimistic about the impact of a Trump presidency?
23 Jan 2017
Investment Week magazine article feature covered by Daniel Flynn asking what impact the newly elected US President will have on global markets. CEO Ian Williams focuses on recent analysis on "reflation" and which sector will benefit during a Trump presidency.
Link to full article (pdf)

Investment Week: Data Dashboard. Gold Fund Number 1 across all sectors for 2016
9 Jan 2017
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)

Investment snapshot: Eight charts showing how 2016 treated investors
5 Jan 2017
FE Trustnet article written by Gary Jackson examines 2016 through a number of lenses, including investment style, fund sector and UK market cap. This article explore performance of Multi-asset and specialist funds in 2016. The Charteris Gold & Precious Metals Fund appears at the Number 1 spot across the entire Investment Association universe.
Link to full article (pdf)

The winning and losing funds of 2016
3 Jan 2017
FE Trustnet article written by Gary Jackson examines the funds which have exposure to commodities dominate the list of 2016's best performing investment association funds while some of the heaviest losses came from absolute return managers. The Charteris Gold & Precious Metals Fund appears at the Number 1 spot across the entire Investment Association universe.
Link to full article (pdf)