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

Private Client

Visit our “Open an account” page for all our individual private client forms
such as our Investment Management Agreement for UK clients in the box below

If you have any questions, please get in touch.

Charteris Treasury Portfolio Managers,
8/9 Lovat Lane,
London, EC3R 8DW
+44 (0)20 7 220 9780
info@charteris.co.uk