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DMS Charteris Gold & Precious Metals Class I - Accumulation (GBP)

Sell:83.55p Buy:83.55p Change: 0.26p (0.31%)
Prices as at 23 October 2020
Sell:83.55p
Buy:83.55p
Change: 0.26p (0.31%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 23 October 2020
Sell:83.55p
Buy:83.55p
Change: 0.26p (0.31%)
Prices as at 23 October 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Our view on the sector for this fund is not available.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

23/10/15 to 23/10/16 23/10/16 to 23/10/17 23/10/17 to 23/10/18 23/10/18 to 23/10/19 23/10/19 to 23/10/20
Annual return 139.77% -25.69% -14.73% 30.55% 59.23%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Nick Taylor
Manager start date: 1 February 2010
Manager located in: London

Nick Taylor has 40 years of international investment management experience, gained at Morgan Grenfell, Samuel Montagu, Head of Institutional Investment management INVESCO MIM and was Managing Director at Cigna International Investment Advisors and at Matheson Investment Management. An award-winning manager, Nick has run portfolios for a broad range of investors, including institutional pension funds, private clients and investment trusts. Nick's expertise and knowledge in the equity sector is invaluable and this aides the investment team of the HC Charteris Premium Income Fund. Nick is a Chartered Fellow of the Chartered Securities Institute

manager photo
Manager Name: Mark Williams
Manager start date: 1 February 2010
Manager located in: London

Mark Williams has more than 10 years' experience in investment management, principally at the London based boutique firm of Charteris Treasury Portfolio Managers Limited. He is co-manager of the HC Charteris Gold & Precious Metals Fund, a position he has held since the fund's inception in 2010. The fund was ranked No 1 in the UK across all sectors in calendar 2016 with an annual gain of 133.95% (Source: FE Analytics). Mark graduated from Surrey University in 2005 and a year later entered the investment management sector with Forsyth Partners as well as gaining further experience at 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 and the management of in-house Charteris funds. Apart from jointly overseeing the performance of the Charteris Gold & Precious Metals fund, he is also involved in managing the high-achieving Charteris Premium Income Fund and Charteris Global Macro Fund. Mark was recently the subject of a cover story interview by Citywire WM magazine. In 2012 he was a cast member in Robin Hardy's 2012 cult horror movie ?The Wicker Tree? in which he played the character of ?Paul? . The film was released in the USA in January 2012 and achieved worldwide distribution

manager photo
Manager Name: Ian Williams
Manager start date: 1 February 2010
Manager located in: London

Ian Williams has spent the last 35 years as a specialist in Equity and Fixed Income markets, covering sales, research, market making and proprietary trading. He was a Member of the London Stock Exchange for many years before joining Chase Manhattan Bank (now JP Morgan). He subsequently worked for Dresdner Kleinwort Benson & Guinness Mahon (now Investec) before becoming Chairman & CEO of Charteris Treasury Portfolio Managers Ltd. Ian Williams is a Chartered Fellow of the Securities Institute, a Chartered Wealth Manager; he was awarded with the accolade of becoming a Trustnet Alpha Manager in 2011, and accomplished a CityWire A Rating in calendar years 2009, 2010 & 2011. He has been a regular contributor to the national written press, guest appeared on various television networks including Bloomberg, CNBC, Reuters, BNN, RT & BBC Radio 4 and panelled at prestigious events such as Mines & Money, CISI, London South East, Euro Money & Private Investor Conference. He manages the HC Charteris Premium Income, HC Charteris Strategic Bond as well as the HC Charteris Gold & Precious Metals funds; the latter being the best performing fund across all sectors in the UK for calendar year 2016

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account