Yealand Fund Services Limited (Yealand) are appointed as Authorised Corporate Director (ACD) for Charteris Treasury Portfolio Managers Limited’s UCITS Umbrella, YFS Charteris UK UCITS ICVC.
We are pleased to announce that Charteris Treasury Portfolio Managers Limited, Known as Charteris, have appointed Yealand as Authorised Corporate Director (ACD), Fund Administrator, and Registrar for their UCITS umbrella, the YFS Charteris UK UCITS ICVC. With effect from the 10th May 2025, Yealand will become the fund service partner to the three established sub funds within the Umbrella –
- YFS Charteris Gold and Precious Metals Fund,
- YFS Charteris Strategic Bond Fund and,
- YFS Charteris Global Macro Fund
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Rob Leedham, CEO Yealand – “We are excited to work with Ian and the team at Charteris. We look forward to collaborating closely with them and building a strong and enduring partnership.”
Ian Williams, Chairman and CEO Charteris – “We are delighted to have Yealand appointed as the ACD to our OEIC range and look forward to working with them. We are already extremely impressed by the level of professionalism displayed by Yealand in the run up to migration and we are excited to partner with them.”
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As an independent host ACD and in-house administrator we pride ourselves on our service standards and partnership approach with sponsors and clients. We have solid experience in launching funds as well as supporting fund transfers when changing ACD. For more information about our award winning full service ACD, Administrator and Registrar, and how we can help you, please contact Hayley McLaren