YFS Charteris Global Macro Fund A Income

The WS Charteris Global Macro Fund is focused on achieving long-term capital growth by investing primarily in a wide array of global equities, including both large and smaller companies, as well as ETFs and investment trusts. To protect against market downturns, the fund manager has the flexibility to shift the entire portfolio into short-term government debt from major economies when necessary. Additionally, the fund uses derivatives only to enhance the efficiency of portfolio management, ensuring a balanced approach to growth and risk mitigation.