Our funds have repeatedly achieved top of their sector rankings

We manage a distinctive range of funds available to private and institutional clients. All our funds deploy a unique investment strategy, and are managed by a dedicated specialist team. Our research focuses on identifying investment opportunities prioritising long-term capital growth, sustainable income, and high liquidity. Our investment philosophy combines value-based fundamental and macro research with long-term cycle analysis of all major asset classes. Several of our funds have repeatedly achieved top of their league tables, demonstrating the level of expertise within the firm.

All of our funds are eligible for SIPPs and ISAs.

Charteris funds are serviced by an independent Authorised Corporate Director: Host Capital Ltd.

Gold & Precious Metals

Aims to provide investors with exposure to Gold and “Blue-chip” Precious Metal mining companies

Launch date

February 2010

Sector
IA Specialist Sector
Minimum Investment
Private
£1000
Institutional
£1000
Awards
Top UK Performing Fund
Award years
  • 2016
  • 2019

Income

Based purely on the fundamentals of each company and potential upside, not on dividends

Launch date

December 2001

Sector
UK Equity Income
Minimum Investment
Private
£1000
Institutional
£1000
Awards
IA Equity Income Sector
Award years
  • 2009
  • 2010
  • 2016
  • 2019

Bond

Aims to provide a competitive yield to existing conventional bond funds

Launch date

November 2017

Sector
IA Strategic Bond Sector
Minimum Investment
Private
£1000
Institutional
£1000
Awards
Award years

Global Macro

An alternative strategy to gold and precious metal equities using comprehensive technical analysis

Launch date

February 2015

Sector
IA Global
Minimum Investment
Private
£1000
Institutional
£1000
Awards
Top quartile IA Global sector
Award years
  • 2016