Charteris Funds’ Performance Scorecard

Charteris showcasing stellar fund performance over a number of time periods. This is our performance scorecard (as at 31 Dec 2020)

Past performance should not be as guide to future performance. All performance information is based on the Institutional accumulation classes unless stated otherwise. The value or these investments and the income from them can go down as well as up, it may be affected by exchange rate variations and you may not get back the amount invested.
A comprehensive list of risk factors are detailed in the KIID and Prospectus documents for each fund and investment should not be contemplated until the risks are fully considered and understood. Current tax levels and reliefs will depend on your individual circumstances and details are also contained in the KIID and prospectus documentation. If you are unsure of the suitability of this investment, please contact your financial adviser or send a message to