Articles

Gold and Commodities top the charts for April

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Portfolio adviser article written by journalist Hannah Williford on the topic of Gold, commodities and best performing funds in the month of April 2024. The Charteris Gold & Precious Metals fund is mentioned positively in the article alongside its peer group The view the PDF – click here To view the original article – click […]

Articles

March top 10 dominated by gold funds

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Portfolio Adviser article written by journalist Hannah Williford surrounding the performance of Gold funds in the month of March 2024.  The WS Charteris Gold & Precious Metals fund is mentioned in the article alongside peers who went up 20% or above in the month. To read the PDF – click here To read the original […]

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Charteris nominated COLWMA 2024

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Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated for the City of London Wealth Management Awards for 2024. The firm has been nominated in the following five categories for 2024:- Best Discretionary Wealth Manager Best Fund Best ISA Provider Regional Wealth Manager of the Year: Southern England Wealth Management Company […]

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Benstead on Bonds

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Interactive investor article written by renowned journalist Sam Benstead discussing the bond markets.  This article includes quotes from Charteris CEO and lead manager of the WS Charteris Strategic Bond fund Ian Williams as well as industry peers of this sector To read the PDF of the article – click here To see the URL for […]

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Gilts redux

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An article posted by renowned investment journalist David Stevenson in his latest “Adventurous Investor Newsletter“. Included in this edition, Mr Stevenson interviews Charteris CEO Ian Williams and lead manager of the WS Charteris Strategic Bond Fund with in regards to the UK Gilt market. The title of this section of the newsletter is entitled “Gilts […]

Articles

How to position for the next bond bull market

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Interactive investor article written by renowned journalist Sam Benstead discussing the bond markets. This includes quotes from Charteris CEO & lead manager of the WS Charteris Strategic Bond fund Ian Williams as well as industry peers of this sector. To read the PDF of the article – click here To see the URL for this […]

Articles

Bond Watch: Interactive Investor

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Interactive investor article written by renowned journalist Sam Benstead as part of his regular “Bond Watch” series interviews Charteris CEO & lead manager of the WS Charteris Strategic Bond Fund Ian Williams To read the PDF of the article – click here To see the URL for this article – click here (link opens a […]

Articles

A new dawn for gold?

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Portfolio Adviser article written by Sarah Godfrey focusing on Gold entitled “A New dawn for Gold, or will it lose its shine again when inflation subsides“?.  Charteris CEO Ian Williams is quoted alongside industry peers with regards to this topic. To read the article – click here (link opens a new page) To read the […]