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: DMS Investment Management Services (UK) Limited.