Charteris Treasury Portfolio Managers Limited
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Simplified Prospectus
Contents - This Simplified Prospectus gives a summary of the Elite Charteris Premium Income Fund. Issue date: January 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 2012.
Application Forms
Contents - Application Forms in respect of the Elite Charteris Premium Income Fund and Stocks & Shares ISA. Issue date: February 2011.
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 Income Fund. Interim Short Report (unaudited) for the period from 1st July 2011 to 31st December 2011. Issue date: February 2012.
Financial - Long Report
Contents - Elite Charteris Premium Income Fund. Final Long Report and Audited Financial Statements for the accounting period from 1st July 2009 to 30th April 2010. Issue date: September 2010.
Fund Factsheet
Contents - Fund Factsheet. Elite Charteris Premium Income Fund. Issue date: May 2012.
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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.
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 (ISA). Issue date: April 2012.
Application Forms (Gold Portfolio)
Contents - WAY Charteris Gold Portfolio Fund and Stocks & Shares ISA Application Forms. Issue date: November 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.
Financial - Short Report
Contents - WAY Portfolio Funds. Combined Interim Short Reports for the accounting period from 1st April 2011 to 30th September 2011, in respect of the WAY Portfolio Funds, including the WAY Charteris Gold Portfolio Fund. Issue date: November 2011.
Fund Factsheet
Contents - Fund Factsheet. WAY Charteris Gold Portfolio Fund. Issue date: May 2012.
TV Appearances - Fund Manager's Interviews
Related external link: Watch Gold Fund Manager - Ian Williams