Elite Charteris Premium Income Fund - Morningstar 4 star & Triple Crown Rated
This Top Performing Equity Fund invests only in FTSE 100 companies and seeks to enhance returns by writing covered call options against the underlying portfolio. It is the UK’s longest established option enhanced equity fund and the fund aims to yield 6-7% a year.
Since Charteris investment managers Ian Williams and Nick Taylor took control of the fund in November 2008 the fund has achieved consistent top quartile performance*. Many option funds continuously write options and consequently run the risk of missing out on strongly rising markets, this fund only writes them when specific technical and fundamental investment criteria are met.
The Fund is a fully authorised UK unit trust and eligible for inclusion in ISAs.
The Bloomberg Ticker codes for the Fund are as Follows:
MFMJBPI LN EQUITY - Retail Inc Class
ELCHPRA LN EQUITY - Retail Acc Class
ELCHPII LN EQUITY - Institutional Inc Class
ELCHPIA LN EQUITY - Institutional Acc Class
Fund's power point presentation (PDF)
Application form to invest into the fund (PDF)
Application form to invest into Institutional Class (PDF)
Application form to invest into ECPIF for Corporates (PDF)
Simplified Prospectus for the Elite Charteris Premium Income Fund (PDF)
Due Dilligence Questionnaire for the Elite Charteris Premium Income Fund (PDF)
*Data available on request, Past performance is not a guide to future performance. Investments can fall as well as rise