Chelsea research team makes changes to Chelsea Selection

27 February 2023 – Chelsea’s research team has made a number of changes to its Chelsea Selection.

Following its latest investment meeting, the Chelsea Research team has added six new funds to the Chelsea Selection and promoted one existing fund to the Core Selection list. Four funds have been removed.

Funds added to Chelsea Selection:

  • JPM Global Equity Income 
  • Jupiter Asian Income 
  • Man GLG Sterling Corporate Bond 
  • Pictet Japanese Equity Selection 
  • Polar Capital Global Insurance 
  • TM Redwheel Global Equity Income 

Fund promoted to Chelsea Core Selection:

  • Man GLG High Yield Opportunities 

Funds removed from Chelsea Selection:

  • Baillie Gifford Global Discovery 
  • Baillie Gifford Strategic bond 
  • BlackRock UK 
  • SVS Church House Tenax Absolute Return Strategies 

Jupiter Strategic Bond has move from Core Selection to Selection.

You can find out more about some of these funds in the latest edition of our Viewpoint magazine, which is available to download here.

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The VT Chelsea Managed Funds are for investors who prefer to make their own investment decisions, without personal advice. These funds are actively managed, so investors can sit back and relax knowing the management of their ISA portfolio is being taken care of for them.

Valu-Trac Investment Management Limited is the authorised corporate director (ACD) and investment manager of the VT Chelsea Managed Funds. Valu-Trac is authorised and regulated by the Financial Conduct Authority (FCA). Valu-Trac’s FCA registration is 145168. Chelsea Portfolio Management Services Limited will be the investment adviser for the VT Chelsea Managed Funds.

Past performance is not a reliable guide to future returns. You may not get back the amount originally invested, and tax rules can change over time. The views expressed are those of the author and do not constitute financial advice.

Published on 24/02/2023