Invest in Charteris funds

No initial dealing fees on a great range of Charteris funds. Find out more

Important information: Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. Our service is designed for people who want to make their own investment decisions without personalised advice. If you are unsure of the suitability of any investment for your circumstances, please seek advice. Tax rules can change and benefits depend on circumstances. Where the annual saving is paid as a loyalty bonus, it is paid tax-free in an ISA but may be subject to tax in a Fund & Share Account. Within a SIPP you can normally only access the money from age 55 (57 from 2028).

Invest in an ISA Invest in a Fund & Share Account

Hargreaves Lansdown – Award-winning fund dealing

Invest in a wide range of Charteris funds with Hargreaves Lansdown. You can open an account online in less than 5 minutes and pay no fees to buy and sell funds with a low cost income reinvestment service.

How to invest in Charteris funds

1Choose funds that match your investment goals

2Select an account you want to invest in

3Open an account with as little as £25 a month or a lump sum of £100

Why invest with Hargreaves Lansdown

Free to buy and sell funds with a low cost reinvestment service
Exclusive expert analysis and research updates
We’re a financially secure FTSE-listed company
Market beating savings and low annual charge of just 0.45%, more on charges

Invest in an ISA Invest in a Fund & Share Account

Open an account and start investing in minutes

With HL, you can bring all your ISAs, pensions, SIPPs, funds and shares into one easy to manage place, putting you in control. To begin investing with us you will need to open an account. Choose from the following options in order to get started.

Stocks & Shares ISA

Tax free growth on your investments
Invest up to £20,000 this tax year
Access your money at any time

Open an ISA

More on ISAs

Fund & Share Account

Free to hold shares and low fund charges
Access your money at any time
Start investing from as little as £25 per month

Open an account

More on dealing accounts

Personal Pension(SIPP)

Up to 45% income tax relief
Access money from age 55: 25% tax free
Voted best SIPP provider 9 years running

Open a SIPP

More on pensions

Download your free guide to investing in funds

New to buying funds?

Whether you are a first-time investor, or a more experienced investor looking to find out more about investing in funds, this guide shows you how to choose funds, cut costs and build your own portfolio.

Download your free guide to investing in funds

Full list of Charteris funds

	Net initial charge	Annual charge			Go to
	Net initial charge	Ongoing charge (OCF/TER)	Ongoing saving	Net ongoing charge	Go to
EF Brunswick Diversified Portfolio (Class B) (Acc)	0.00%	1.41%	0.00%	1.41%	View factsheet for EF Brunswick Diversified Portfolio (Class B) (Acc) Invest in EF Brunswick Diversified Portfolio (Class B) (Acc)
WAY Global Momentum D (Acc)	0.00%	1.43%	0.00%	1.43%	View factsheet for WAY Global Momentum D (Acc) Invest in WAY Global Momentum D (Acc)
WAY Global Momentum D (Inc)	0.00%	1.43%	0.00%	1.43%	View factsheet for WAY Global Momentum D (Inc) Invest in WAY Global Momentum D (Inc)
EF Brompton Global Equity (Acc)	0.00%	1.58%	0.00%	1.58%	View factsheet for EF Brompton Global Equity (Acc) Invest in EF Brompton Global Equity (Acc)
EF Brompton Global Income (Inc)	0.00%	1.78%	0.00%	1.78%	View factsheet for EF Brompton Global Income (Inc) Invest in EF Brompton Global Income (Inc)
EF Brompton Global Opportunities (Acc)	0.00%	1.69%	0.00%	1.69%	View factsheet for EF Brompton Global Opportunities (Acc) Invest in EF Brompton Global Opportunities (Acc)
Way Global Balanced Portfolio (Class E) (Acc)	0.00%	1.73%	0.00%	1.73%	View factsheet for Way Global Balanced Portfolio (Class E) (Acc) Invest in Way Global Balanced Portfolio (Class E) (Acc)
WAY Global Cautious Portfolio Class E (Acc)	0.00%	1.80%	0.00%	1.80%	View factsheet for WAY Global Cautious Portfolio Class E (Acc) Invest in WAY Global Cautious Portfolio Class E (Acc)
Verus Sustainable Balanced (Inc)	0.00%	1.68%	0.00%	1.68%	View factsheet for Verus Sustainable Balanced (Inc) Invest in Verus Sustainable Balanced (Inc)
Verus Sustainable Balanced (Acc)	0.00%	1.68%	0.00%	1.68%	View factsheet for Verus Sustainable Balanced (Acc) Invest in Verus Sustainable Balanced (Acc)
EF Rosevine Capital Global Equity (Acc)	0.00%	1.00%	0.00%	1.00%	View factsheet for EF Rosevine Capital Global Equity (Acc) Invest in EF Rosevine Capital Global Equity (Acc)
EF Brompton Global Conservative (Acc)	0.00%	1.57%	0.00%	1.57%	View factsheet for EF Brompton Global Conservative (Acc) Invest in EF Brompton Global Conservative (Acc)
EF Brompton Global Balanced (Acc)	0.00%	1.61%	0.00%	1.61%	View factsheet for EF Brompton Global Balanced (Acc) Invest in EF Brompton Global Balanced (Acc)
EF Brompton Global Growth (Acc)	0.00%	1.70%	0.00%	1.70%	View factsheet for EF Brompton Global Growth (Acc) Invest in EF Brompton Global Growth (Acc)
EF WM Global Corporate Autonomies (Inc)	0.00%	1.04%	0.00%	1.04%	View factsheet for EF WM Global Corporate Autonomies (Inc) Invest in EF WM Global Corporate Autonomies (Inc)
EF WM Global Corporate Autonomies (Acc)	0.00%	1.04%	0.00%	1.04%	View factsheet for EF WM Global Corporate Autonomies (Acc) Invest in EF WM Global Corporate Autonomies (Acc)