Charteris Treasury Portfolio Managers Limited
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Key Investor Information
Contents - Key Investor Information document for the Elite Charteris Premium Income Fund (Institutional Units). Issue date: May 2013.
Key Investor Information
Contents - Key Investor Information document for the Elite Charteris Premium Income Fund (Retail Units). Issue date: May 2013.
Supplementary Information Document
Please Note: The Supplementary Information Document must be read in conjunction with the Key Investor Information document above. Issue date: June 2012.
Key Features Document (ISA)
Contents - This document describes the Key Features and Terms & Conditions of the Elite Stocks and Shares Individual Savings Account (Elite Stocks and Shares ISA) - linked to the Elite Charteris Premium Income Fund. Issue date: April 2013.
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: January 2013.
ISA Transfer Authority
Contents - Elite Charteris Premium Income Fund Stocks & Shares ISA Transfer Authority. Issue date: January 2013.
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 Income Fund. Interim Short Report for the period ending 31st December 2012. Issue date: March 2013.
Fund Factsheet
Contents - Fund Factsheet. Elite Charteris Premium Income Fund. Issue date: May 2013.
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Simplified Prospectus (Gold Portfolio)
Contents - This Simplified Prospectus document gives a summary 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: March 2013.
Key Features Document (ISA - Gold Portfolio)
Contents - This document describes the Key Features and Terms & Conditions of the Elite WAY Charteris Gold Portfolio Fund Stocks & Shares Individual Savings Account (the Elite WAY Charteris Gold Portfolio Fund Stocks and Shares ISA). Issue date: April 2013.
Application Forms (Gold Portfolio)
Contents - WAY Charteris Gold Portfolio Fund and Stocks & Shares ISA Application Forms. Issue date: January 2013.
ISA Transfer Form (Gold Portfolio)
Contents - WAY Charteris Gold Portfolio Fund Elite Shares - ISA Transfer Form (Multiple). Issue date: January 2013.
Direct Debit Mandate
Contents - Direct Debit Mandate. Instructions to Bank or Building Society to pay by Direct Debit.
Financial - Short Report
Contents - WAY Portfolio Funds. Combined Annual Short Reports for the year ended 31st March 2012 in respect of the WAY Portfolio Funds - including the WAY Charteris Gold Portfolio Fund. Issue date: July 2012.
Fund Factsheet
Contents - Fund Factsheet. WAY Charteris Gold Portfolio Fund. Issue date: May 2013.
TV Appearances - Fund Manager's Interviews
Related external link: Watch Gold Fund Manager - Ian Williams