WS Charteris Global Macro Fund
The Fund aims to provide long-term capital and income growth from a global portfolio of predominately blue-chip companies, while mitigating downside risks. The fund has an unlimited remit and is allowed to invest in any country, sector or security. Its strategy centres on analysing and taking a view on global economic themes and trends. Undervalued companies using technical analysis are then selected based on the bigger picture economic view.
The fund was launched in the first quarter of 2015 and celebrated 2016 by being top of the Citywire Wealth Manager Absolute Return sector, as well as being top-quartile in the IA Global sector in that calendar year.