Gold & Precious Metals Fund Information

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On this page you can find all the documents and information for the YFS Charteris Gold & Precious Metals Fund. Updated documents are also published on the website of the ACD (Yealand Fund Services) and can be found on their website – click here (opens a new page)

Charteris Treasury Portfolio Managers,
Suite 10, 4th Floor, AMP House, Croydon, CR0 2LX
info@charteris.co.uk

Funds are registered in the UK:

Charteris Gold & Precious Metals Fund Latest quarterly factsheet (PDF)

Charteris Gold & Precious Metals Fund Brochure (PDF)

Charteris Gold & Precious Metals – KIID I Acc Class (PDF)

Charteris Gold & Precious Metals – KIID I Inc Class (PDF)

Charteris Gold & Precious Metals Fund Investment Application Form Document (PDF)

Charteris Gold & Precious Metals – Instrument of Incorporation (PDF)

Prospectus for the YFS Charteris Gold & Precious Metals Fund (Nov 25) (PDF)

DDQ / Request for Proposal for the YFS Charteris Gold and Precious Metals Fund (PDF)

Semi Annual report for the WS Charteris Gold and Precious Metals Fund [31 Aug 25] (PDF)

Annual Report for the YFS Charteris Gold and Precious Metals Fund [Year ended 28 Feb 25] (PDF)

Assessment of value report [Year ended 30 Jun 25] (PDF)

To see the Charteris Treasury Portfolio Managers presentation regarding our discretionary fund management side of the business please contact us via Phone (+44 (0)20 7220 9780) or Email us at info@charteris.co.uk