Welcome to Charteris Treasury Portfolio Managers Limited
Our clients benefit from our focus on absolute performance giving the best possible returns on investment(s).
Charteris' Elite Charteris Premium Income Fund and the City Financial Strategic Gilt Fund have been at various times been top performing funds in their sectors over the past three-to-five years beating larger rivals. They've both enjoyed 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 3,200 mutual funds over the first four trading months of its existence.
The funds' exceptional performance is attributed to Ian Williams, their highly successful 2011 Trustnet Alpha 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 Conduct Authority (FCA).
