Strategic Bond Fund Information

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On this page you can find all the documents and information for the YFS Charteris Strategic Bond Fund. Updated documents are also published on the website of the ACD (Yealand Fund Services) and can be found on their website – click here (opens a new page)

Charteris Treasury Portfolio Managers,
Suite 10, 4th Floor, AMP House, Croydon, CR0 2LX
info@charteris.co.uk

Funds are registered in the UK:

Charteris Strategic Bond Quarterley fact sheet (PDF)

Charteris Strategic Bond Fund Brochure (PDF)

Charteris Strategic Bond – Investment Application Form (PDF)

Charteris Strategic Bond – KIID I Acc Class (PDF)

Charteris Strategic Bond – KIID I Inc Class (PDF)

Prospectus document for Charteris Strategic Bond Fund (Nov 25) (PDF)

Charteris Strategic Bond ICVC – Instrument of Incorporation (PDF)

DDQ / Request for Proposal for the YFS Charteris Strategic Bond Fund (PDF)

Semi Annual Report for the WS Charteris Strategic Bond Fund [31 Aug 25] (PDF)

Annual Report for the YFS Charteris Strategic Bond Fund [Year Ended 28 Feb 25] (PDF)

Assessment of Value report [Year Ended 30 June 25] (PDF)

To see the Charteris Treasury Portfolio Managers presentation regarding our discretionary fund management side of the business please contact us via Phone (+44 (0)20 7220 9780) or Email us at info@charteris.co.uk