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.

Charteris launches bond fund
18 Oct 2017
FT Adviser report written by David Thorpe reviewing the launch of the HC Charteris Strategic Bond Fund which will be managed by CEO Ian Williams.
Link to full article (pdf)

Charteris launches first bond product for CEO Williams
17 Oct 2017
Intvestment Week report written by Laura Dew covering the launch of the HC Charteris Strategic Bond Fund which will be managed by CEO Ian Williams.
Link to full article (pdf)

Hung parliament is the market's depressing dessert after a pathetic electoral main course
13 Jun 2017
International Business Times (IB-Times) feature written by Zak Mir and he reviews the recent UK general election result, the current political landscape and ponders what is next. Charteris CEO Ian Williams contributes a quote to the feature.
Link to full article (pdf)

Bullion reverses 2016 dip as jittery flock back to asset class
12 Jun 2017
Investmenter Adviser magazine feature written by Eleanor Duncan who reviews the Gold markets and investor sentiment towards the precious metal in calendar year 2017. The HC Charteris Gold & Precious Metals Fund is highlighted as an Editor's pick for exposure to the sector.
Link to full article (pdf)

What do you want from the next prime minister?
9 Jun 2017
Citywire Wealth Manager magazine feature written by Eleanor Mahmoud canvassing opinion from influential industry personnel regarding what they would like to see from the incoming prime mininster. CEO Ian Williams was amongst those canvassed.
Link to full article (pdf)

Ian Williams on UK Income
24 Apr 2017
Investment Week magazine feature written by Charteris CEO and Manager of the HC Charteris Premium Income Fund, Ian Williams. Article focuses on the UK Income sector and opportunities that lie within the sector.
Link to full article (pdf)

How are you positioning portfolios for Q2?
6 Apr 2017
Citywire Wealth Manager magazine feature written by Steve Plowman surverying how London based managers are positioning portfolios as we enter the second quarter of the calendar year. Manager Mark Williams is featured alongside London peers.
Link to full article (pdf)

The Global funds taking the biggest bets on the UK heading into Article 50
3 Apr 2017
FE Trustnet article written by Jonathan Jones seeks out the funds listed in the IA Global sector that have high weightings in the UK versus the MSCI Index. The Charteris Global Macro fund is top of the table in terms of UK exposure.
Link to full article (pdf)

Broad Fixed Income Weakness
27 Mar 2017
Investment Week magazine article written by CEO Ian Williams regarding weakness within the fixed income markets.
Link to full article (pdf)

Overshoot, stabilise or fall back: Where now for Global Inflation?
27 Mar 2017
Investment Week magazine front page feature on the recent headline inflation figures and what impact that will have on bond markets. CEO Ian Williams is interviewed alongside industry peers giving his thoughts on recent use of index linked bonds as a hedge against inflation.
Link to full article (pdf)

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)