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HC Charteris Property B Inc

Ranked 49 out of 55 in - Global Equity over 12 months
All calculations are in GBP unless stated

Managed by

Moritz Langlotz

Ian Williams

Ian Williams was born in 1952 and started his career in 1975 at Capel Cure Myers as a private client investment adviser. From 1979 to 1985 he worked as a stockbroker for various firms before joining Prudential Bache Gilts in 1985 as a director and head of sales. Ian joined Chase Investment Bank in 1987 where he was an associate director and moved to Credit Lyonnais in 1990 where he was a proprietary trader. In 1991 he joined Sanwa International and in 1993 he joined Kleinwort Benson. Ian joined Guiness Mahon in 1996 where he was the director head of the government bond desk before moving to GNI and in 2000 he became the head of the London office at Dolmen Butler Briscoe. Ian later joined Durlacher in 2001 where he was head of fixed income. He is currently the chairman and CEO of Charteris Treasury Portfolio Managers. Ian is a member of the London Stock Exchange and is a Fellow of the Securities Institute.


The aim is to provide long term and capital growth from investment in a diversified portfolio of property related investments including property Funds, listed securities and Real Estate Investment Trusts (REITS). The fund may also hold fixed interest securities, cash and money market instruments to enhance income generation and capital appreciation. There will be no geographical restrictions in respect of chosen investment.

Showing fund performance in United Kingdom View performance globally


Global Equity over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.9%
2017 10.2% 2.2% 2.6% 0.1% 5.0%
2016 -5.1% -3.5% -8.4% 7.2% 0.2%
2015 9.0% 9.3% -4.2% 2.6% 1.5%
2014 7.1% 3.4% 1.7% -2.8% 4.8%
2013 8.2% 4.9% -2.9% 2.2% 3.9%
2012 12.4% 5.5% -1.3% 4.9% 2.9%
2011 -7.1% 1.8% 2.1% -10.3% -0.4%
2010 8.7% 1.5% -2.9% 5.9% 4.1%
2009 26.4% -14.0% 17.9% 24.1% 0.5%
2008 -45.7% -6.3% -8.9% -16.4% -24.0%
2007 -3.1% -7.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/05/2007
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B1VK7821

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment50


  • Annual management1.50%
  • Initial investment5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).