We’re delighted to share some good news with our clients. You can now access two excellent funds at reduced ongoing charges (OCFs), thanks to the professional relationships built through the VT Chelsea Managed fund range.
These partnerships have allowed us not only to secure cheaper share classes for our clients, but also to make certain funds available on platforms that might otherwise be inaccessible.
Please remember that the value of investments will fluctuate and returns may be less than the amount originally invested. Tax treatment depends on your individual circumstances and tax rules can change. Chelsea does not offer advice and so if you are unsure of anything please contact an expert adviser
JOHCM Global Opportunities – Significant cost reduction
- Standard share class (A): OCF 0.99%
- Newly available share class (S): OCF 0.57%
The JOHCM Global Opportunities fund has the flexibility to invest anywhere in the world, with a bias towards large and mid-sized multinational companies that generate revenues across multiple regions. The fund is highly active and unconstrained, with a disciplined focus on capital preservation. This means the manager will hold meaningful cash positions when valuations appear stretched. Also note, this fund is quite different from many other global funds as it is unlikely to hold the “Magnificent 7” stocks on valuation grounds. This prudent yet opportunistic strategy has paid off: the fund has delivered a positive return in each of the past ten calendar years**.
WS Raynar UK Smaller Companies – Lower OCF now available
- Standard share class (A): OCF 1.04%
- Newly available share class (F): OCF 0.79%
Launched in July 2024, the WS Raynar UK Smaller Companies fund is managed by Philip Rodrigs, founder of Raynar Portfolio Management. Philip focuses on identifying high-quality UK small-cap companies with strong management teams, clear growth catalysts and compelling valuations. His high-conviction approach, typically holding 70–90 stocks, allows him to respond quickly to market developments and capture opportunities where others may hesitate.
Since launch, the fund has delivered outperformance of over 17% versus the IA UK Smaller Companies sector*, reflecting both Philip’s expertise and the strength of his investment process.
What this means for you
These new lower-cost share classes mean investors can now access two high-quality funds at more competitive fees, enhancing long-term value potential. We’re proud to continue expanding the range of cost-effective, best-in-class investment options available to Chelsea clients.
Discover eight additional funds offering exceptional value for money.
