For years, clients have used our fund lists and Viewpoint magazine to help them invest. The Chelsea research team’s Core Selection mixed fund list has outperformed the IA Flexible Investment sector by more than 70% over the past 16 years†.
If you’ve bought one of our, now retired, EasyISAs, you’ll know how convenient it can be to get a diverse portfolio by ticking a single box. The new VT Chelsea Managed Funds are an extension of that service.
When you’ve been investing over a number of years, the funds do tend to add up and it can be hard to keep track. These funds give you the diversity without the hassle.
Our research team have scoured the market to find the funds and managers we believe offer the best opportunities, including some unusual investments you might not be able to unearth on your own.
We’re keeping an eye on costs, because we know it’s a top priority for our investors. We’ll be able to access some of the underlying funds via cheaper share classes that retail investors can’t always buy.
†Data source: FE Analytics. Total returns in sterling for Investment Association Flexible Investment sector versus all aggregated funds in the Chelsea Core Selection, accounting for any funds added or removed within the time period. 01/05/2001–31/01/2017. The Chelsea Core Selection is not managed to the requirements of a regulated UCITS fund. Performance is net of charges for all underlying funds, but investors should be aware it does not include portfolio management or transactional charges, which will be applicable on the VT Chelsea Managed Funds. Past performance is not a guide to future returns.
The VT Chelsea Managed Funds are for investors making their own decisions, without personal advice. Valu-Trac Investment Management Limited is the authorised corporate director and Chelsea Financial Services Plc is the investment manager. Valu-Trac FCA reference 145168. Chelsea Financial Services Plc FCA reference 114493.
