Articles – Page 13

The funds seeing the biggest jump in their new crown ratings

Posted on January 23, 2017July 25, 2019

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. Click to read article – https://www.trustnet.com/news/709311/the-funds-seeing-the-biggest-jump-in-their-new-crown-ratings (note opens in an external […]

All News

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

Posted on January 9, 2017July 25, 2019

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. Click to read PDF – Investment Week 1 yr Gold top fund

All News

Investment snapshot: Eight charts showing how 2016 treated investors

Posted on January 5, 2017July 25, 2019

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. Click to read article – […]

All News

The winning and losing funds of 2016

Posted on January 3, 2017July 25, 2019

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. Click to read article […]

Articles

Charteris Gold fund hits top spot

Posted on December 23, 2016December 14, 2020

Moneyweek magazine article written by John Stepek regarding fund performances for calendar year 2016. Article includes the Charteris Gold & Precious Metals fund being the number one fund for the year as he reflects on strong moves in the commodity markets To read the article – click here

Articles

Top 10 best and worst performing funds of 2016

Posted on December 21, 2016December 14, 2020

Moneywise article written by Marina Gerner regarding fund performances for calendar year 2016. Article includes mentions the Charteris Gold & Precious Metals being the number one fund on the list To read the article – click here

Articles

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

Posted on December 21, 2016December 14, 2020

Investment Week magazine article written by Darius McDermott, managing director at Chelsea financial regarding fund performance for calendar year 2016. Article mentions the Charteris Gold & Precious Metals fund being the number one fund in his “nice” list for the year and analyses the best and worst performers across all sectors for the calendar year […]

Articles

Investing in commodities – A Golden opportunity

Posted on November 30, 2016December 14, 2020

European Pensions article written by Lynn Strongin Dodds who explores the momentum behind pension funds’ investment in Gold and how it can be held as a short-term hedge against volatility. The Charteris Gold and Precious Metals fund features, as do quotes from Charteris CEO, Ian Williams To read the article – click here

Articles

Global New Ideas 2016: Citywire Conference

Posted on November 29, 2016December 14, 2020

Citywire Wealth Manager launched a new UK event called “Global New Ideas”. Charteris’ Head of Research Nick Taylor was invited to this inaugural event as the event saw some of the UK’s most influential fund selectors and wealth managers arrive read to hear some of the newest and most innovative strategies on the market today […]

Articles

The trump effect: funds that won in the wake of US election shock

Posted on November 21, 2016December 14, 2020

Citywire New Model Adviser article written by Shunil Roy-Chaudhuri focuses on which funds managed to ride the wave and outperform the immediate aftermath of Donald Trump winning the US election. The Charteris Premium Income fund was the top performer in the IA UK Equity Income sector sourced by Citywire. Ian Williams contributes to the article […]