Charteris Treasury Portfolio Managers Limited (Charteris), the London-based boutique fund manager, is
pleased to announce that it achieved a banner year of investment performance, including the best
performing equity fund from all categories, in 2016.
The company’s WAY Charteris Gold & Precious Metals Fund beat approximately 4,000 collective funds in the UK to clinch the No 1 position across all sectors designated by the Investment Association, according to data published by FE Analytics.
The fund closed 2016 with a gain of 133.95%*, about 26 percentage points higher than the second placed
fund for the 2016 calendar year.
Two of the three other funds managed by Charteris also delivered strong growth last year and were placed in the top decile of their respective sectors:
The HC Charteris Premium Income Fund came fourth in the IA Equity Income Sector comprising 81 funds and delivered a total return of 18% last year.
The HC Charteris Global Macro Fund rose 32% in 2016, achieving 26th position in the IA Global sector
Ian Williams, chairman and chief investment officer of Charteris, commented: “We use proprietary long
term cycle analysis as well as fundamental and technical research to identify the best opportunities for
“While we are pleased with the 2016 results, the New Year has also started strongly. We remain confident of delivering long term returns to investors through our research-led sector and asset allocation strategies”.
For further information, please contact:
Ian Williams, Chairman and CIO, 0207 220 9780
Neil Thapar, Head of PR, 07876 455323
*Institutional Accumulation share class