The WAY-branded specialist funds

A range of WAY-branded specialist funds is also available under our Inheritor Plans.

This category of funds focuses on specialist areas of investment or uses specialist fund management techniques.

HC Charteris Gold & Precious Metals Fund (Manager: Charteris Treasury Portfolio Managers Limited) Fund Factsheet

The Fund seeks to provide capital growth through investment in a diversified portfolio of instruments with direct underlying gold and/or precious metals exposure and transferable securities in companies whose core business is involved in the mining, refining, production and marketing of gold and/or precious metals.

WAY Global Momentum Fund (Manager: WM Capital Management Limited) Fund Factsheet

The aim of the WAY Global Momentum Fund is to achieve long term capital growth. The Fund comprises a portfolio of developed economy, equity market Exchange Traded Funds (ETFs), with a global geographical spread.

Eden SRI Fund (Manager: Vestra Wealth Management LLP) Fund Factsheet

The Eden SRI Fund seeks to provide capital growth with the potential for income through thematic investment in a diversified portfolio of collective investment schemes, investment trusts, other transferable securities, cash or near cash, deposits and money market instruments.


If you are interested in more information about any of the WAY-branded portfolios or funds please contact us. You should also refer to the Prospectuses and other information documents in our Resource Library.

Please Remember:
The price of shares and the income from them can go down as well as up as a result of changes in the value of the underlying investments and currency movements. An investor may not get back the amount originally invested. Past performance is not necessarily a guide to future returns.