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Invest in Charteris funds

No initial dealing fees on a great range of Charteris funds. Find out more

Important information: Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. Our service is designed for people who want to make their own investment decisions without personalised advice. If you are unsure of the suitability of any investment for your circumstances, please seek advice. Tax rules can change and benefits depend on circumstances. Where the annual saving is paid as a loyalty bonus, it is paid tax-free in an ISA but may be subject to tax in a Fund & Share Account. Within a SIPP you can normally only access the money from age 55 (57 from 2028).

Hargreaves Lansdown – Award-winning fund dealing

Invest in a wide range of Charteris funds with Hargreaves Lansdown. You can open an account online in less than 5 minutes and pay no fees to buy and sell funds with a low cost income reinvestment service.

How to invest in Charteris funds

1Choose funds that match your investment goals

2 you want to invest in

3Open an account with as little as £25 a month or a lump sum of £100

Why invest with Hargreaves Lansdown

  • Free to buy and sell funds with a low cost reinvestment service
  • Exclusive expert analysis and research updates
  • We’re a financially secure FTSE-listed company
  • Market beating savings and low annual charge of just 0.45%, more on charges

Open an account and start investing in minutes

With HL, you can bring all your ISAs, pensions, SIPPs, funds and shares into one easy to manage place, putting you in control. To begin investing with us you will need to open an account. Choose from the following options in order to get started.

Stocks & Shares ISA

  • Tax free growth on your investments
  • Invest up to £20,000 this tax year
  • Access your money at any time

Open an ISA

More on ISAs

Fund & Share Account

  • Free to hold shares and low fund charges
  • Access your money at any time
  • Start investing from as little as £25 per month

Open an account

More on dealing accounts

Personal Pension(SIPP)

  • Up to 45% income tax relief
  • Access money from age 55: 25% tax free
  • Voted best SIPP provider 9 years running

Open a SIPP

More on pensions


Download your free guide to investing in funds

New to buying funds?

Whether you are a first-time investor, or a more experienced investor looking to find out more about investing in funds, this guide shows you how to choose funds, cut costs and build your own portfolio.

Download your free guide to investing in funds


Full list of Charteris funds

Net initial chargeAnnual chargeGo to
Ongoing charge (OCF/TER)Ongoing savingNet ongoing charge
WAY Global Momentum D (Acc) 0.00% 1.59% 0.00% 1.59% View factsheet for WAY Global Momentum D (Acc) Invest in WAY Global Momentum D (Acc)
WAY Global Momentum D (Inc) 0.00% 1.59% 0.00% 1.59% View factsheet for WAY Global Momentum D (Inc) Invest in WAY Global Momentum D (Inc)
EF Brompton Global Equity (Acc) 0.00% 1.40% 0.00% 1.40% View factsheet for EF Brompton Global Equity (Acc) Invest in EF Brompton Global Equity (Acc)
EF Brompton Global Income (Inc) 0.00% 1.66% 0.00% 1.66% View factsheet for EF Brompton Global Income (Inc) Invest in EF Brompton Global Income (Inc)
EF Brompton Global Opportunities (Acc) 0.00% 1.56% 0.00% 1.56% View factsheet for EF Brompton Global Opportunities (Acc) Invest in EF Brompton Global Opportunities (Acc)
Way Global Balanced Portfolio (Class E) (Acc) 0.00% 1.60% 0.00% 1.60% View factsheet for Way Global Balanced Portfolio (Class E) (Acc) Invest in Way Global Balanced Portfolio (Class E) (Acc)
WAY Global Cautious Portfolio Class E (Acc) 0.00% 1.67% 0.00% 1.67% View factsheet for WAY Global Cautious Portfolio Class E (Acc) Invest in WAY Global Cautious Portfolio Class E (Acc)
Verus Responsible Balanced (Inc) 0.00% 1.66% 0.00% 1.66% View factsheet for Verus Responsible Balanced (Inc) Invest in Verus Responsible Balanced (Inc)
Verus Responsible Balanced (Acc) 0.00% 1.66% 0.00% 1.66% View factsheet for Verus Responsible Balanced (Acc) Invest in Verus Responsible Balanced (Acc)
EF Rosevine Capital Global Equity (Acc) 0.00% 1.00% 0.00% 1.00% View factsheet for EF Rosevine Capital Global Equity (Acc) Invest in EF Rosevine Capital Global Equity (Acc)
EF Brompton Global Conservative (Acc) 0.00% 1.57% 0.00% 1.57% View factsheet for EF Brompton Global Conservative (Acc) Invest in EF Brompton Global Conservative (Acc)
EF Brompton Global Balanced (Acc) 0.00% 1.60% 0.00% 1.60% View factsheet for EF Brompton Global Balanced (Acc) Invest in EF Brompton Global Balanced (Acc)
EF Brompton Global Growth (Acc) 0.00% 1.60% 0.00% 1.60% View factsheet for EF Brompton Global Growth (Acc) Invest in EF Brompton Global Growth (Acc)
EF WM Global Corporate Autonomies (Inc) 0.00% 0.99% 0.00% 0.99% View factsheet for EF WM Global Corporate Autonomies (Inc) Invest in EF WM Global Corporate Autonomies (Inc)
EF WM Global Corporate Autonomies (Acc) 0.00% 0.99% 0.00% 0.99% View factsheet for EF WM Global Corporate Autonomies (Acc) Invest in EF WM Global Corporate Autonomies (Acc)
Key Wealth Shortlist Wealth Shortlist fund

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