Charteris are delighted to announce that we have been shortlisted for the Fund Manager of the Year awards 2026. The shortlist was announced publicly via industry press magazine Investment Week’s website on 10th March 2026 (https://www.investmentweek.co.uk/news/4526707/investment-reveals-finalists-fund-manager-awards-2026 – link opens a new page) Charteris have been shortlisted in the following category(s): Category: YFS Charteris Gold and […]
Portfolio adviser article written by journalist Patrick Sanders covering the topic which funds have outperformed the NASDAQ over the past decade. The Charteris Gold & Precious Metals fund is one of a select number of funds to have achieved this outcome To view the PDF – click here To view the original article – click […]
Portfolio Adviser article written by journalist Lauren Hardy covering the topic of best and worst performing funds across the IA spectrum for the month of January 2026. The Charteris Gold & Precious Metals fund is mentioned positively amongst its peers for January 2026 To view the PDF – click here To view the original article […]
It has been revealed today that Charteris Treasury Portfolio Managers have won an industry award. The firm was announced as the winner in the “Best Discretionary Wealth Management firm 2025” category by SME Finance Awards Posting was published on SME’s website – click here (opens new page)
FE Trustnet article written by Trustnet reporter Patrick Sanders as he focuses on the top performing funds across all sectors for calendar year 2025. The YFS Charteris Gold & Precious Metals fund receives positive coverage from the article. To view the PDF of the article – click here To view the URL of the published […]
FE Trustnet article written by FE Deputy Editor Matteo Anelli as he focuses on top and worst performing funds across the IA Universe in the month of December 2025. The YFS Charteris Gold & Precious Metals fund receives positive coverage from the article as it appears in the number 1 position. To view the PDF […]
Charteris Investment Manager Derek Gawne recently attended a Citywire Wealth Manager event at Fairmount Windsor Park and as part of the delegation was asked to give his views surrounding the UK Gilt market. This Citywire article written by journalist Jack McRae includes quotes from Derek. To read the article – click here (link opens a […]
Charteris Investment Manager Derek Gawne recently attended a Citywire Wealth Manager event at Fairmount Windsor Park and as part of the delegation was asked to give his views surrounding the upcoming UK budget. This Citywire article written by journalist Jack McRae includes quotes from Derek. To read the article – click here (link opens a […]
Following the firm’s success at the COLWMA 2025 awards where it won for Diversity and Inclusion – Operations manager Mark Williams was approached and proud to be interviewed by “The Inspirational Leaders” magazine. (Their home page can be found here) and they state on their website:- “They are a digital media and magazine platform, where […]
Portfolio Adviser article written by journalist Christian Mayes covering the topic of best performing funds for the first half of 2025. The Charteris Gold & Precious Metals Fund is mentioned positively amongst its peers for 1H 2025 To view the PDF – click here To view the original article – click here