Chelsea research team makes changes to Chelsea Selection

16 February 2024 – 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 four new funds and moved five existing funds to the Chelsea Selection, promoted four existing funds to the Core Selection list and removed three funds.

Funds added to Chelsea Selection:

  • Aegon High Yield Bond
  • Fidelity Asian Smaller Companies
  • Royal London Global Equity Income
  • Aviva Global Equity Income

Funds promoted to Chelsea Core Selection:

  • GQG Emerging Markets Equity
  • WS Evenlode Global Equity
  • Artemis UK Select
  • Man GLG Sterling Corporate Bond

Funds leaving the Chelsea Selection:

  • Redwheel Global Equity Income
  • Fidelity Global Special Situations

Funds leaving the Chelsea Core Selection:

  • Lindsell Train UK Equity
  • Redwheel Global Emerging Markets
  • TwentyFour Corporate Bond
  • Premier Miton European Opportunities
  • Baillie Gifford Pacific

JOHCM UK Dynamic was removed from both the Chelsea Core Selection and wider Chelsea 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.

VT Chelsea Managed Fund range

Investors looking for a more complete investment solution might like to consider one of the four award-winning funds designed by the Chelsea in-house research team.

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 16/02/2024