Articles – Charteris

Read various financial and investment articles from Charteris Treasury Portfolio Managers.

Charteris Shortlisted

11-03-2026

Charteris are delighted to announce that we have been shortlisted for the Fund Manager of

COLWMA Nominated 2026

06-03-2026

Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated for the

The only funds to outperform the Nasdaq over the past decade

25-02-2026

Portfolio adviser article written by journalist Patrick Sanders covering the topic which funds have outperformed

Best and worst-performing IA funds in January

02-02-2026

Portfolio Adviser article written by journalist Lauren Hardy covering the topic of best and worst

Award Winner

21-01-2026

It has been revealed today that Charteris Treasury Portfolio Managers have won an industry award.

Best performing of 2025

05-01-2026

FE Trustnet article written by Trustnet reporter Patrick Sanders as he focuses on the top

Best and worst for December

02-01-2026

FE Trustnet article written by FE Deputy Editor Matteo Anelli as he focuses on top

Precision, Perseverance, and Purpose

21-08-2025

Following the firm's success at the COLWMA 2025 awards where it won for Diversity and

Which IA funds performed best in H1

01-07-2025

Portfolio Adviser article written by journalist Christian Mayes covering the topic of best performing funds

The sectors making a real difference

01-05-2025

FE Trustnet article written by Gary Jackson as he focuses on top performing sectors (so

A new Kingmaker for commodity funds

16-04-2025

Article written by Investors Chronicle's Dave Baxter as he focuses on commodity funds inside the

What happened in markets in March?

01-04-2025

Portfolio Adviser article written by journalist Hannah Smith covering the topic of best and worst

COLWMA Award Winner 2025

26-03-2025

Charteris are delighted and proud to announce that after attending last night's award ceremony hosted

Corporate Livewire Award Winner

06-03-2025

Charteris Treasury Portfolio Managers are proud to announce that we have won an industry award.

Charteris nominated COLWMA 2025

18-02-2025

Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated for the

Monthly Fund Focus

01-11-2024

Respected journalist David Stevenson has written an article on share Scope and has included the

Citywire Award Winner

22-08-2024

Charteris Treasury Portfolio Managers are pleased to announce that we have won an award in

Benstead on Bonds: Stock market wobble shows why we own bonds

13-08-2024

Interactive investor article written by renowned journalist Sam Benstead discussing the bond markets. This quotes

Gold and Commodities top the charts for April

01-05-2024

Portfolio adviser article written by journalist Hannah Williford on the topic of Gold, commodities and

March top 10 dominated by gold funds

02-04-2024

Portfolio Adviser article written by journalist Hannah Williford surrounding the performance of Gold funds in

Charteris nominated COLWMA 2024

14-02-2024

Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated for the

Benstead on Bonds

07-02-2024

Interactive investor article written by renowned journalist Sam Benstead discussing the bond markets. This article

Gilts redux

27-11-2023

An article posted by renowned investment journalist David Stevenson in his latest "Adventurous Investor Newsletter".

How to position for the next bond bull market

14-08-2023

Interactive investor article written by renowned journalist Sam Benstead discussing the bond markets. This includes

Bond Watch: Interactive Investor

28-07-2023

Interactive investor article written by renowned journalist Sam Benstead as part of his regular "Bond

A new dawn for gold?

13-04-2023

Portfolio Adviser article written by Sarah Godfrey focusing on Gold entitled "A New dawn for

Gilts and gold shine amid March banking sector madness

04-04-2023

Portfolio Adviser article written by George Angier regarding the UK Gilt Market and Gold markets.

Charteris Nominated COLWMA 2023

23-01-2023

Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated for the

Bond Watch: explaining a historic week for the bond market

30-09-2022

Interactive investor article written by renowned journalist Sam Benstead as part of the weekly "Bond

What is next for Gold and Silver?

29-09-2022

In the Assay magazine's latest edition (October 2022), they have included a Q&A session with

Could gold miners replace financials in portfolios?

06-04-2022

FE Trustnet article written by Abraham Darwyne as he looks to explore opinions on whether

Stock Spotlight: Rio Tinto delivers record results but remains an ESG risk

10-03-2022

Investment week article written by James Baxter-Derrington with a this week's spotlight on equity Rio Tinto.

Charteris Nominated COLWMA 2022

25-01-2022

Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated for the City

Green and gold funds deliver highest returns in October

03-11-2021

Article written by FE Trustnet's Abraham Darwyne as he focuses on top performing funds across

Funds with the highest exposure

13-09-2021

Morningstar article written by Sunniva Kolostyak focusing on which funds have highest concentration to specific

Why there won’t be a commodity ‘super-cycle’

11-08-2021

FE Trustnet article written by Abraham Darwyne as he looks to explore rival opinions on

Charteris Treasury announces hires to lead push into ‘underserved’ northwest

11-05-2021

Following yesterday's Press release by Charteris (Click here) - Ellie Duncan from Investment Week covers

Why Index Linked Gilts do not offer inflation protection

23-04-2021

Lead manager of the WS Charteris Strategic Bond Fund and Charteris CEO, Ian Williams, pens his thoughts on

Better the devil you know: Investors turn to silver in an uncertain year.

15-02-2021

Investment Week article by James Baxter-Derrington about investors looking to Silver markets for potential opportunities.

Silver squeeze is ‘not the same as GameStop’ – Managers

01-02-2021

Investment Week article written by James Baxter-Derrington covering the recent rise in the Silver markets.

Why the Silver Market is not the same as Gamestop

01-02-2021

Lead manager of the DMS Charteris Gold & Precious Metals Fund and Charteris CEO, Ian Williams, pens his

Mines and Money Panel – Silver Outlook 2021

28-01-2021

Chairman Ian Williams has been invited to join as a guest panelist for Mines and

Charteris nominated COLWMA 2021

18-01-2021

Charteris have been put forward as a nominee in the City of London Wealth Management

Charteris Funds’ Performance Scorecard

06-01-2021

Charteris showcasing stellar fund performance over a number of time periods. This is our performance

Is there a potential bull market in commodities brewing?

05-11-2020

FE senior reporter Abraham Darwyne interviews Charteris CEO and lead manager of the DMS Charteris

The New Upcoming Bull Market in Commodities

03-11-2020

Article written by Ian Williams, Charteris CEO and lead manager of the DMS Charteris Gold

The UK funds that have continued to rise while the FTSE sank 5%

15-09-2020

FE Article written by Gary Jackson examines funds in the UK that have performed well.

Octo Opinion: The silver lining to this year’s gold run

04-08-2020

Octo Members host Gary Shepherd writes an opinion piece for Octo members covering the performance

The best performing fund of July 2020

03-08-2020

FE Article written by senior Trustnet Reporter Abraham Darwyne. Analysis focuses on funds across the

How high can gold go amid fears of a second wave of coronavirus?

03-08-2020

Portfolio Adviser article written by Cherry Reynard focuses on the Gold market amid continued fears surrounding

Gold’s silver lining

30-07-2020

The rising gold price has taken all the headlines recently but it has been outpaced

Is everybody focusing on the wrong precious metal?

29-07-2020

FE Article by senior reporter Abraham Darwyne. Article focuses on Silver. Earlier in the year

The top performing UK Income funds since Woodford

03-06-2020

FT Adviser Article written by Imogen Tew focusing on UK Income funds' performance a year

Ian Williams on the recent precious metals bull market

01-06-2020

Investment Week article written by Charteris CEO Ian Williams on precious metals markets. Charteris CEO:

Charteris’ Williams: Why silver might be a better bet than Gold

14-05-2020

FE Trustnet's senior report Abraham Darwyne interviews Charteris CEO, Ian Williams about Silver. The

Investors make big bets on Silver closing giant gap with Gold

07-05-2020

Financial Times article written by Henry Sanderson analysing the potential of Silver in relation to

Premium Income Fund Update

07-05-2020

Lead manager of the DMS Charteris Premium Income Fund Ian Williams, pens a strategy update and

Gold: fear of inflation reinforces our bullish view on precious metals.

28-04-2020

DMS Charteris Gold & Precious Metals Fund Update The fund has risen 43.5% over the

Ian Williams on opportunities in the UK Income Sector

30-03-2020

Investment Week article written by Charteris CEO Ian Williams, lead manager of the DMS Charteris

Gold Manager Williams on his 52% returns in 2019

21-02-2020

New Model Adviser magazine article written by Jack Gilbert reporting on the very good calendar

A tidal wave of liquidity: Navigating “booming” markets

10-02-2020

Investment Week magazine feature written by Charteris CEO Ian Williams. Article focuses on asset allocation

Gold: All i want is 2020 vision

04-02-2020

Investment Week article written by LBMA CEO Ruth Crowell on the subject of Gold. The

The right routes to Gold & Property

23-01-2020

Investors chronicle feature written by Dave Baxter. Article focuses on property and Gold investments. The

Charteris Nominated – COLWMA 2020

13-01-2020

Charteris are a nominee in the City of London Wealth Management Awards for 2020 in

Moneyweek Short Positions

10-01-2020

Moneyweek mini article entitled "Short positions...Gold funds top the table" the Charteris Gold and Precious

Gold price surges amid geopolitical uncertainty

07-01-2020

German multilingual TV news network of Deutsche Welle article from Arthur Sullivan analyses impact of

Gold hits seven-year high, following rise in geopolitical tensions

07-01-2020

Money Observer article written by Tom Bailey. the Charteris Gold & Precious Metals fund gets

Boutique manager Charteris Treasury delivers best UK fund performance in 2019

06-01-2020

IFA Magazine article written by Andrew Sullivan. Charteris Treasury Portfolio Managers Limited, the London-based boutique

Gold funds dazzle in list of 2019’s top performers

03-01-2020

Financial times article written by Emma Agyemang. "Gold funds dominated the top-performing investment funds of

121 Assay Magazine – Inisghts

31-12-2019

Assay magazine 2020 has published text from the 121 Precious Metals Panel (from Q4 2019)

all bets are off if labour wins

02-12-2019

Charteris CEO Ian Williams writes for Investment week about upcoming UK election To read the

Ian Williams on UK Income

02-12-2019

Investment Week magazine feature written by Charteris CEO and lead manager of the Charteris Premium

How fund selectors can shine in Gold rally

04-09-2019

Portfolio Adviser article written by Sebastian Cheek who examines August 2019 performance for individual funds

Gold strategies top tables in June as Woodford funds struggle

01-07-2019

FE Trustnet article written by FE Trustnet news editor Rob Langston examines June 2019 performance

Gold & Silver: How long will the rally last?

12-02-2019

Charteris CEO and lead manager to the HC Charteris Gold & Precious Metals fund, Ian

New Year rally sees all but one fund sector rise in January

01-02-2019

Financial Express journalist Gary Jackson reviews the rise of global markets at the start of

Investors flock to gold following sell-off

04-01-2019

Financial Times news reporter Kate Beioley writes a feature on Gold and Gold funds after

Charteris’ Williams cuts 90% cash position to snap up UK stocks during October falls

29-10-2018

Investment Week magazine's Laura Dew interviews Charteris Chairman Ian Williams after global markets decline and

Randgold’s hook-up with Barrick to leave large void in London market

02-10-2018

Thomson Reuters feature written by Clara Denina and Zandi Shabalala on the recent announcment that

Ian Williams on Asset Allocation

24-09-2018

Investment Week magazine feature written by Charteris CEO and Manager of the HC Charteris Gold

What lessons have been learnt over the decade since Lehman’s collapse (Part III)

13-09-2018

Investment Week magazine in-depth big question article written by Jayna Rana looking at the ten

Investment Week Ian Williams on Bonds

11-06-2018

Investment Week magazine feature written by Charteris CEO and Manager of the HC Charteris Strategic

Investor disinterest to persist until Gold rallies – Bloomberg

09-05-2018

Charteris CEO and Manager of the HC Charteris Gold & Precious Metals Fund, Ian Williams

Investing in Silver has been the secret to Charteris outperforming our competitors

08-05-2018

Charteris CEO and Manager of the HC Charteris Gold & Precious Metals Fund, Ian Williams

Ian Williams Investment Week UK Income sector

Charteris spotlight on UK Income sector in Investment Week

12-02-2018

Investment Week magazine feature written by Charteris CEO and Manager of the HC Charteris Premium Income Fund,

What are the greatest risks for fixed income investors?

23-10-2017

Click the link below to read an Investment Week magazine feature written by Charteris CEO Ian

Charteris launches defensive bond fund

20-10-2017

Funds Europe report written by Catherine Lafferty reviewing the launch of the HC Charteris Strategic Bond Fund,

Charteris launches bond fund

18-10-2017

Click the link below to read an FT Adviser report written by David Thorpe reviewing the

Charteris launches first bond product for CEO Williams

17-10-2017

Investment Week report written by Laura Dew covering the launch of the HC Charteris Strategic Bond Fund which

Hung parliament is the market’s depressing dessert after a pathetic electoral main course

13-06-2017

International Business Times (IB-Times) feature written by Zak Mir where he reviews the recent UK General

Bullion reverses 2016 dip as jittery flock back to asset class

12-06-2017

Investmenter Adviser magazine feature written by Eleanor Duncan who reviews the Gold markets and investor sentiment

What do you want from the next prime minister?

09-06-2017

Citywire Wealth Manager magazine feature written by Eleanor Mahmoud canvassing opinion from influential industry personnel regarding

Ian Williams on UK Income

24-04-2017

Investment Week magazine feature written by Charteris CEO and Manager of the HC Charteris Premium Income Fund,

Mark Williams CityWire Wealth Magazine cover photo

How are you positioning portfolios for Q2?

06-04-2017

Citywire Wealth Manager magazine feature written by Steve Plowman surverying how London based managers are positioning

The Global funds taking the biggest bets on the UK heading into Article 50

03-04-2017

FE Trustnet article written by Jonathan Jones seeks out the funds listed in the IA Global

Overshoot, stabilise or fall back: Where now for Global Inflation?

27-03-2017

Investment Week magazine front page feature on the recent headline inflation figures and what impact that

Broad Fixed Income Weakness

27-03-2017

Investment Week magazine article written by CEO Ian Williams regarding weakness within the fixed income markets.

The five UK Equity income funds that beat the FTSE All Share last year

20-03-2017

FE Trustnet article written by Jonathan Jones examines UK equity income funds and their performance in

Mark Williams Citywire Wealth Magazine front cover

Charteris may be a family affair but the company is not sentimental

16-02-2017

Citywire Wealth Magazine front cover and centre page feature written by David Campbell about Charteris Investment

Where the smart money went in 2016

12-02-2017

Raconteur article written by Ian Fraser analysing what the most prudent investments were in calendar

What does Trump mean for currencies and commodities?

24-01-2017

Yahoo Finance UK editorial feature by Zak Mir analysing impact of the new American President on

Investment Week – The Big Question : Have investors become too optimistic about the impact of a Trump presidency?

23-01-2017

Investment Week magazine article feature covered by Daniel Flynn asking what impact the newly elected US

The funds seeing the biggest jump in their new crown ratings

23-01-2017

FE Trustnet article written by Lauren Mason examines funds following a re-balancing of FE Trustnet's crown

Investment Week: Data Dashboard. Gold Fund Number 1 across all sectors for 2016

09-01-2017

Industry magazine Investment Week compile performance figures for Unit Trusts and Funds and rank them accordingly against

Investment snapshot: Eight charts showing how 2016 treated investors

05-01-2017

FE Trustnet article written by Gary Jackson examines 2016 through a number of lenses, including investment

The winning and losing funds of 2016

03-01-2017

FE Trustnet article written by Gary Jackson examines the funds which have exposure to commodities dominate

Charteris Gold fund hits top spot

23-12-2016

Moneyweek magazine article written by John Stepek regarding fund performances for calendar year 2016. Article

Top 10 best and worst performing funds of 2016

21-12-2016

Moneywise article written by Marina Gerner regarding fund performances for calendar year 2016. Article includes

Chelsea Financial’s “naughty and nice” funds of 2016

21-12-2016

Investment Week magazine article written by Darius McDermott, managing director at Chelsea financial regarding fund

Investing in commodities – A Golden opportunity

30-11-2016

European Pensions article written by Lynn Strongin Dodds who explores the momentum behind pension funds'

The strong case for UK income fund strategy

10-11-2016

Fund strategy article written by Brian Tora. Feature on how important the IA UK Equity

How silver exposure led us to the top of the IA universe this year

02-11-2016

Investment Week article written by Daniel Flynn. The feature covers the Charteris Gold & Precious

Charteris’ Williams: How silver exposure led us to the top of the IA universe this year

31-10-2016

Investment Week article written by Daniel Flynn. The feature is on the Charteris Gold &

Four rallying funds betting big on Brexit’s winners

27-09-2016

FE Trustnet article written by Lauren Mason looks at the UK Equity funds that have

Brexit vote aftermath: Which funds were the winners and losers?

23-09-2016

Investment Week article written by Laura Dew focusing on which funds and sectors performed best

The impact of populism, the supercycle and gold as insurance

22-09-2016

PAM Insight article written by Tristan Blythe. PAM co-hosted a round-table discussion with ETF Securities

Charteris makes double manager hire

20-09-2016

Portfolio Adviser article written by Alex Sebastian focusing on Charteris adding two investment managers to

Gold funds up over 100 per cent: time to sell or buy more?

01-09-2016

Money observer article written by Kyle Caldwell with a feature on Golds funds and the

The funds that’ve shot the lights out a year on from Black Monday

23-08-2016

FE Trustnet article written by Alex Paget examines funds that have performed well twelve months

Investment Week: Data dashboard

19-08-2016

Industry magazine Investment Week compile performance figures for funds and rank them accordingly against each

Top 10 best performing funds this year so far – 2016

10-08-2016

UK Investor Magazine article written by Katy Fleiner focusing on top performing funds so far in

Charteris & blue-chip Gold mining companies

01-08-2016

Charteris CEO and lead manager of the Charteris Gold & Precious Metals fund, Ian Williams,

Investment Week: Data dashboard

01-08-2016

Industry magazine Investment Week compile performance figures for funds and rank them accordingly against each

Investment Adviser: Editor pick

01-08-2016

Investment adviser article written by Nyree Stewart. Charteris Gold & Precious Metals fund gets honourable

City AM: Money Magazine – Gold bugs everywhere

01-07-2016

Financial newspaper City AM produces a personal finance and investment magazine. Inside the publication is

Variety Value: The hunt for returns amid uncertainty

01-06-2016

Citywire Wealth Manager's Sam Antrobus interviews wealth managers across the UK with focus on the

Is it time to invest in Gold?

09-05-2016

Money observer article written by Kyle Caldwell with an article on Gold funds and the

The big turnaround stories of Q1 and the major sector laggards

11-04-2016

Investment Week article written by Laura Dew focusing on which funds and sectors performed best

Brexit: One week on

01-01-2016

Every investor article featuring comments from senior Hargreaves Lansdown analyst Laith Khalaf with Charteris Gold

Bonds look dangerous at 300 year high

07-01-2015

Bloomberg article written by Anchalee Worrachate as she interviews Charteris CEO Ian Williams To read

The UK Equity Income funds increasing your dividend the most

09-10-2014

FE Trustnet article written by Gary Jackson. Charteris Premium Income fund gets a notable mention

Williams: My Gold fund will be UKs best performing portfolio this year

12-08-2014

FE Article written by Alex Paget as he interviews Charteris CEO Ian Williams about his

Williams: Investment Guide to Silver

01-08-2014

Ian Williams is invited by Every Investor to pen his thoughts on Silver. To read

Gold price to hit 3000 in 2 to 3 years

06-05-2014

Every investor article written by Ian Williams To read the article - click here

Gold equities shine over 2014s opening quarter

01-04-2014

Money marketing article written by Gary Jackson. Charteris Gold & Precious Metals fund gets a

Bruised Gold miners start hedging output in a limited way

14-03-2014

Reuters article written by Silvia Antonioli and Clara Denina. Charteris CEO Ian Williams is quoted

Silver gowns at the oscars

28-02-2014

FT Article written by Melanie Abrams covering the oscars. Charteris CEO Ian Williams is quoted

What is the best asset class for ISA money over the next 12 months

01-01-2014

Ian Williams answers the big question feature for Investment Week To read the article -

Silver and Gold bombed out and uniquely cheap

01-01-2014

Investment Week article written by Charteris CEO Ian Williams to read the article - click

Gold and Silver to shine again?

01-01-2014

Article written by Ceri Jones with Charteris CEO Ian Williams interviewed on his thoughts about

Gold and Silver lows offer buying opportunities

01-01-2014

Charteris CEO Ian Williams is quoted in the Financial Times about Gold and Silver To

UK Income investors set for £40bn windfall

30-08-2013

FE Trustnet article written by Jenna Voigt as she covers recent announcement from vodafone to

Why Gold funds could be set for further gains

28-08-2013

FE Trustnet article written by Jenna Voigt as she covers recent performance of Gold funds.

Gold funds lead market recovery

16-08-2013

FE Trustnet article written by Jenna Voigt which focuses on Gold. Charteris Gold and Precious

Gold funds best performers in July

06-08-2013

Arabian money article focusing on Gold shows the Charteris Gold & Precious Metals fund at

Are Gold funds returning to shining form?

02-08-2013

Morningstar article written by Emma Wall. Charteris Gold and Precious Metals fund gets an honourable

Is the rebound in Gold funds already underway?

29-07-2013

FE Trustnet article written by Joshua Ausden on Gold Funds. Charteris Gold and Precious metals

CWM: The great and the Good

02-05-2013

Charteris' Nick Taylor is snapped at latest Citywire Wealth Manager magazine conference To see the

City AM: Nick Taylor

22-04-2013

Charteris' Nick Taylor signs his name towards the City AM jobs feature To read the

Gold and silver mining shares risky but rewarding

09-04-2013

Mindful money article written by Darius Mcdermott as he interviews Charteris CEO Ian Williams about

Silver miners will be top performing sector for next three years

07-03-2013

BullionbyPost article written by Stacy Herbert as she covers recent remarks made by Charteris CEO

Why the UK 100 is poised for 20% leap

20-12-2012

Financial News article written by Mike Foster as he interviews Charteris CEO Ian Williams regarding

Silver tipped to outperform Gold

14-11-2012

FE Trustnet article written by Alex Paget as he interviews Charteris CEO Ian Williams about

Silver lining for a Gold Fund

12-11-2012

Chairman of WAY Group, Paul Wilcox interviews Charteris CEO Ian Williams about his Gold Fund

Gold funds shine after QE3

05-10-2012

What Investment feature written by Rob St George. Charteris Gold fund gets a mention in

Charteris Premium Income tops performance tables

04-09-2012

Article written by Thomas McMahon for FE Trustnet. Article is entitled "why high-income funds are

Top funds you’ve never heard of: UK Equity Income

28-08-2012

FE Trustnet article written by Joshua Ausden as he reviews funds in the UK Equity

How to profit from boom in medal metals

05-08-2012

FE Trustnet article written by Thomas McMahon. Charteris funds exposure to this sector get a

Taylor: My Asset Allocation

24-05-2012

Citywire Wealth Manager feature with Charteris' Nick Taylor and journalist Danielle Levy. For Citywire's "My

Pat Phillips: War Loan landmark

01-01-2012

Charteris consultant Pat Phillips comments on landmark for War loan security To read the article

Charteris: Silver to rise 500%, Gold to hit $2,500

01-01-2012

Silver bear cafe article written by Rob Langston covering Charteris' recent prediction To read the

Charteris’ Williams issues UK Gilts bloodbath warning

01-01-2012

Investment Adviser article written by Nick Reeve as he talks to Charteris CEO Ian Williams

Managers reveal inflation busting tips as CPI soars

24-10-2011

Investment Week article written by Dan Jones and Natalie Kenway regarding inflation. Charteris CEO Ian

Charteris: Sailing the Investor Storm

01-10-2011

Charteris CEO Ian Williams gives an interview about his thoughts on the markets To read

More rubbish written about Gold in the Financial media than any other of the market

28-09-2011

Lead manager of the Charteris Gold & Precious Metals Fund, Ian Williams, pens a "current

No sign of a bubble in this golden opportunity

10-09-2011

FT Article written by Mark Dampier surrounding Gold and Gold funds. Charteris Gold and PM

Williams: Hargreaves Lansdown Market Comment

06-09-2011

Charteris CEO Ian Williams pens an article for Hargreaves Landown's "Market Comment" feature. To read

Euro declines on Ireland rating cut concern; debt crisis will reach Italy

13-07-2011

Bloomberg article written by Allison Bennett, Charteris CEO Ian Williams is interviewed alongside peers regarding

Euro drops as ministers grapple with regions debt

11-07-2011

San Francisco Chronicle article covering Bloomberg article about Euro. Charteris CEO Ian Williams is quoted

Charteris: Perception versus Reality

01-07-2011

In a time where investment funds are trying to work out best strategies, Ian Williams,

AJ Bell Newsletter: Charteris on IMAS

01-02-2011

Newsletter produced by AJ Bell securities, Charteris CEO Ian Williams gives his thoughts on the

IRJ: Investment Management insights on Gold – Mark Williams

01-01-2011

IRJ (Investment Research Journal) interviews Charteris' Mark Williams for his insights about Gold and the

Ian Williams: Alpha Manager

01-01-2011

Confirmation of Ian Williams becoming an "Alpha Manager" by Trustnet To see the article -

Gold should be trading above $2,500

01-01-2011

Investment Week article by Kyle Caldwell on Gold featuring Charteris CEO Ian Williams To read

Charteris: Expertise and excellence as standard

01-01-2011

Charteris Treasury Portfolio Managers are featured in Exeter Life Magazine's "Money Matters" segment of the

Gilt manager expects major losses

26-10-2010

Investment Week article written by Hysni Kaso. He interviews Charteris CEO Ian Williams alongside industry

Enchanted returns and reducing volatility

04-10-2010

Investment Adviser puts Charteris CEO, Ian Williams in their "In the Spotlight" feature. Ian talks

Williams managed Gilt fund third in consistent top 50

16-08-2010

Charteris managed Gilt fund appears in the number 3 position on Investment Week's "Consistent 50"

Professional Adviser: Charteris Income fund is number 1

05-08-2010

Charteris Premium Income Fund appears in the number 1 position in the IMA Equity Income

Heavy Metal: Fund Focus

08-07-2010

Money marketing feature written by Mark Dampier in which he covers the Charteris Gold Fund

Charteris Gold looks to strong growth

28-06-2010

Investment Adviser article written by John Lappin interviews Charteris CEO Ian Williams about his new

Newcomer Charteris posts strong returns

24-06-2010

Investors chronicle article written by Maike Currie who reviews the new Charteris Gold fund after

Charteris Gold takes number one spot

22-06-2010

Globalfundwire article covering recent good performance of Charteris Gold since its launch To read the

Charteris Gold storms to number one spot four months after launch

21-06-2010

Feature on the Charteris Gold Fund provided by Cherry PLC after it hits number 1

Citywire front cover Ian williams Nick Taylor Charteris

Wealth Manager profile: Charteris Treasury Portfolio Managers

10-05-2010

Citywire Wealth Magazine Wealth Manager profile: Charteris Treasury Portfolio Managers Featured discretionary Investment Managers, this

Charteris insist gold fund rivals have grown too big

06-04-2010

FT Adviser article written by John Kenchington as he interviews Charteris CEO Ian Williams about

Manager Focus: Ian Williams

30-03-2010

Fund Strategy feature written by Hannah Smith. For their "Manager focus" review, they have selected

Bloomberg: Williams on upcoming election

15-03-2010

Bloomberg coverage of Charteris CEO Ian Williams' recent appearance on the broadcaster covering his thoughts

WAY launch two new equity plans

08-02-2010

ACD, WAY Fund Managers release press release regarding launch of new Charteris Gold Fund To

The IRS Report Newsletter – issue 306

06-02-2010

IRS Report newsletter (issue 306) is written by Peter Shearlock. Article highlights Charteris Gold Fund

Going for Gold

01-01-2010

Charteris CEO Ian Williams speaks to ACD Group WAY Fund Managers about his new Gold

Gilts: The latest Bubble

01-01-2010

Charteris CEO Ian Williams writes for Investment Week and gives his thoughts on the UK

Williams juggles conventional and index linked gilts buys to bring consistent performance

03-08-2009

Investment week article written by Barney Hatt. Article focuses on the thoughts of Charteris CEO

Managers challenge markets poor long term outlook for Gilts

01-02-2009

Investment Week article written by Hysni Kaso regarding the long term outlook for UK Gilts.

Bloomberg: Charteris buys Index Linked on inflation bet

30-01-2009

Bloomberg journalists Anchalee Worrachate and Gavin Finch interview Charteris CEO Ian Williams on the topic

Illiquidity could lead to redemption deferral by fixed interest funds

01-01-2009

Professional adviser article written by Gary Shepherd as he interviews Charteris CEO Ian Williams alongside

Smart money in favour of locking in now

10-11-2008

FT Advsier article written by Nick Rice. Charteris CEO Ian Williams is interviewed alongside peers

Elite clients showing interest in covered call strategy

01-11-2008

Investment Week article written by Natalie Kenway covering the recent acquisition of a UK Equity

Charteris take control of Brearley Fund

01-11-2008

Article covering Charteris taking control of a UK Equity Fund from James Brearley. Will be

Williams: Cash is no longer king

20-10-2008

Professional Adviser article written by David Carr and interviews Charteris CEO Ian Williams. To read

Sense of Gilt

16-10-2008

Article written by Kira Nickersen as she interviews Ian Williams alongside peers about the fixed

Williams: Solutions to hostile climate

25-08-2008

Charteris CEO Ian Williams writes an article for FT Adviser. To read the article -

Williams: Gilts tipped to thrive in certain recession

18-07-2008

Article by IFA-online as they interview Charteris CEO, Ian Williams about UK Gilt market To

Williams: Gilt-edged year predicted

22-01-2008

FT article written by Elaine Moore as she interview Charteris CEO Ian Williams about the

Williams managed Gilt fund tops IMA Sector for 2007

17-01-2008

IFA-Online article written by Hysni Kaso as he interviews Charteris CEO, Ian Williams as he