The Fund seeks to outperform the FTSE 100 Index with a target dividend yield of 6-7% through a combination of active stock selection and writing covered call options. The fund managers combine top-down thematic strategy with bottomup stock selection. They employ technical analysis extensively to help time investment decisions including writing covered call options. This strategy is different to other call option funds because the managers write call options for only part of the year and not continuously.
Ian Williams (Started: Oct 31, 2008)
Charteris Treasury Portfolio Mngrs Ltd
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Cedar House 3 Cedar Office Park, Cobham Road