Downloads

Fund Forms

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

Gold & Precious Metals Fund – https://www.charteris.co.uk/funds/gold-and-precious-metals/gold-fund-info/

Premium Income Fund – https://www.charteris.co.uk/funds/premium-income/income-fund-info/

Global Macro Fund – https://www.charteris.co.uk/funds/global-macro/global-macro-fund-info/

Strategic Bond Fund – https://www.charteris.co.uk/funds/strategic-bond/bond-fund-info/

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
info@charteris.co.uk

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

Other important forms

If you have any questions, please get in touch.