WS Charteris Gold and Precious Metals Fund

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WS Charteris Gold and Precious Metals Fund I Accumulation

Category Sector Equity Precious Metals
star-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

51.82p

arrow-down-1.13p (-2.13%)

Fund Code

HCCIA

BYQ2JY4

GB00BYQ2JY43

Prices updated as at 14 Jun 2024
|
Prices in GBX
Investment objective
The primary investment objective of the Fund is to achieve capital growth. The Fund will utilise a diversified portfolio of transferable securities consisting primarily of equities whose core business is involved in the mining, refining, production and marketing of gold and/or precious metals. It may also invest in Exchange Traded Certificates, collective investment schemes (including Exchange Traded Funds), warrants, cash or near cash, deposits and money market instruments.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
Charteris Treasury Portfolio Mngrs Ltd
Fund launch date
31 Mar 2017
Domicile
United Kingdom
UCITS
Yes
Fund manager
Mark Williams
Manager start date
31 Mar 2017
Fund manager biography
Mark graduated from Surrey University with a BA in 2005 and began his career in Investment Management with Forsyth Partners as well as doing work experience with brokerage houses RP Martin and WH Ireland. He joined Charteris in November 2008 as a Junior Fund Manager assisting with the management of both individual private client portfolios as well as the management of the in-house Charteris funds. He helped oversee terrific fund performance such as the Charteris Gold & Precious Metals fund being the best performing fund in the UK (calendar year 2016) going up 133.95%. Mark was chosen to feature on the front cover of Citywire WM manager (issue 386) to give in depth feature on how performance was achieved.
Fund manager
Ian Williams
Manager start date
31 Mar 2017
Fund manager biography
Ian has spent over 30 years trading equities commodities and G7 government bonds. Formerly a member of the London Stock Exchange before joining Chase Manhattan Bank (now JP Morgan). He then worked for Dresdner Kleinwort Benson and Guinness Mahon (now Investec) before becoming Chairman and Chief Executive of Charteris Treasury Portfolio Managers. He has been a regular contributor to the national written press and various television networks including Bloomberg, CNBC, BNN, Reuters and BBC Radio 4. He is a Chartered Fellow of the CISI.
Head office
25 Southernhay Easter
Devon, EX1 1QP
Devon
United Kingdom
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.