We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

WS Charteris Strategic Bond Class I - Income (GBP)

Sell:86.71p Buy:86.71p Change: 0.11p (0.13%)
Prices as at 17 April 2024
Sell:86.71p
Buy:86.71p
Change: 0.11p (0.13%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 17 April 2024
Sell:86.71p
Buy:86.71p
Change: 0.11p (0.13%)
Prices as at 17 April 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
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

Strategic bond funds have the freedom to invest across the fixed-interest spectrum, from traditional government and corporate bonds to higher-risk high-yield bonds. They can also invest up to 20% of the fund overseas and potentially benefit from currency movements. But this relies on the skill of the fund manager in making the right calls. Given the huge flexibility fund managers in this sector have, each fund should be judged on its own merits. Some focus on generating an income while others try to grow investors' money, or shelter it when times get tougher.

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

17/04/19 to 17/04/20 17/04/20 to 17/04/21 17/04/21 to 17/04/22 17/04/22 to 17/04/23 17/04/23 to 17/04/24
Annual return -2.47% 1.09% -1.80% 3.98% 3.36%

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: Terry Farrow
Manager start date: 1 November 2017
Manager located in: London

Terry has over 40 years experience in the investment markets having worked in important roles for both Barclays Bank and Standard Chartered Merchant Bank. He has been exposed to a great range of asset classes from US Treasuries to the derivatives futures and options market. Terry became an IFA in 1990 and started to grow his client base. Terry acquired a licence from the Institute of Financial Planning in 2005 which is an internationally recognised qualification. Terry is qualified at Level K10 Retirement options - covering all types of pension advice. Terry is also qualified both to G60 and G70 level to cover both Pension advice and Investment Management. There are only a handful of Investment professionals in the UK that hold the G70 qualification. In January 2012, Terry was granted membership of the Chartered Institute of Securities and Investment (MCSI) and is now level 6. Terry is the lead manager for the HC Charteris Global Macro Fund.

manager photo
Manager Name: Ian Williams
Manager start date: 1 November 2017
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
Invest now