Charteris Treasury Portfolio Managers Limited
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Elite Charteris Funds & Related Products
Simplified Prospectus
Contents - This Simplified Prospectus contains key information about the Elite Charteris Premium Income Fund. Issue date: September 2009.
Key Features Document (ISA)
Contents - This Key Features Document describes the Key Features and Terms & Conditions of the Elite Stocks & Shares Individual Savings Account (Elite Stocks & Shares ISA) - linked to the Elite Charteris Premium Income Fund. Issue date: July 2010.
Application Forms
Contents - Application Forms in respect of the Elite Charteris Premium Income Fund and the Elite Charteris Premium Income Fund Stocks & Shares ISA. Issue date: September 2009.
ISA Transfer Authority
Contents - Elite Charteris Premium Income Fund Stocks & Shares ISA Transfer Authority. Issue date: September 2009.
Direct Debit Mandate
Contents - Direct Debit Mandate. Instructions to Bank or Building Society to pay by Direct Debit.
Financial - Short Report
Contents - Elite Charteris Premium Growth Fund. Manager's Annual Short Report for the year ended 30th June 2009. Issue date: September 2009.
Financial - Long Report
Contents - Elite Charteris Premium Growth Fund. Manager's Final Report and Audited Financial Statements for the accounting year ended 30th June 2009. Issue date: October 2009.
Fund Factsheet
Contents - Fund Factsheet. Elite Charteris Premium Income Fund. Issue date: July 2010.
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WAY Charteris Gold Portfolio Fund & Related Products
Simplified Prospectus (Gold Portfolio)
Contents - This Simplified Prospectus document contains brief details of the WAY Charteris Gold Portfolio Fund (the "Fund"), which is a sub-fund of the WAY MA Portfolio, an Open Ended Investment Company (OEIC). Issue date: February 2010.
ISA Key Features Document (Gold Portfolio)
Contents - This Key Features document describes the Key Features and Terms & Conditions of the Elite WAY Charteris Gold Portfolio Fund Stocks & Shares Individual Savings Account (ISA). It must be read in conjunction with the Simplified Prospectus of the WAY Charteris Gold Portfolio Fund (Elite Shares). Issue date: February 2010.
Application Forms (Gold Portfolio)
Contents - WAY Charteris Gold Portfolio Fund and Stocks & Shares ISA Application Forms. Issue date: February 2010.
ISA Transfer Form (Gold Portfolio)
Contents - WAY Charteris Gold Portfolio Fund Elite Shares - ISA Transfer Form (Multiple). Issue date: February 2010.
Direct Debit Mandate
Contents - Direct Debit Mandate. Instructions to Bank or Building Society to pay by Direct Debit.
Fund Factsheet
Contents - Fund Factsheet. WAY Charteris Gold Portfolio Fund. Issue date: July 2010.
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Video Interviews
Video Link: Budget Reaction - Ian Williams, CEO Charteris, is interviewed on Bloomberg TV. Issue date: March 2010.
Video Link: FTSE Rally "In Danger"; Gold At US$1300 - Ian Williams, CEO Charteris, is interviewed on Bloomberg TV. Issue date: September 2009.
Video Link: Elite Charteris Premium Growth Fund - Ian Williams, CEO Charteris, is interviewed on Bloomberg TV. Issue date: July 2009.