Resources

Investors in VT Chelsea Managed Monthly Income fund set for bumper payout.

In markets like these, humility matters. When geopolitics can shift overnight, the role of a multi-asset manager is not to predict the future with certainty, but to build portfolios that can withstand a range of outcomes.

Conflict in the Middle East has created real uncertainty for investors. While it is clear that higher oil prices will have an impact on inflation, interest rates and economic growth, with opaque war aims and an ambiguous time horizon, that impact is hard to quantify.

As we started to write this article in the week commencing February 23, the world looked a very different place to what it does today.

After a year of surprises and strong market performance, investors head into 2026 with portfolios that look healthier but markets that also look more expensive.

The VT Chelsea Managed Monthly Income fund is paying out its biggest ever distribution this month.

Launched on 5 June 2017 by Chelsea Financial Services, the four VT Chelsea Managed funds celebrate their eighth anniversary this month.

While long-term investors can ride out a storm or two in financial markets, those who rely on income from their investments need greater predictability.