Fund Forms

In this section, you can find links to our fund documentation including KIID, Prospectuses, factsheets & RFP documents.

Gold & Precious Metals Fund –

Premium Income Fund –

Global Macro Fund –

Strategic Bond Fund –

If there are further queries you have about the funds, please do get in touch via details below.

Charteris Treasury Portfolio Managers,
8/9 Lovat Lane,
London, EC3R 8DW
+44 (0)20 7 220 9780

W8Ben Forms

Various forms required for compliance with international and other trading regulations.

In order to include US securities inside your portfolio,
you will need to complete the W8Ben forms:


Other important forms

If you have any questions, please get in touch.