Chelsea EasyISA

Important information

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 the ISA and tax rules can change. Whilst we may draw attention to certain investment products, we cannot know which of them, if any, is best for your circumstances and must leave that judgement to you. If you are unsure about the suitability of any investment you should seek professional advice.

Chelsea EasyISAs

Following the popularity of the VT Chelsea Managed funds, we have decided to discontinue the EasyISAs.

If you are invested in an EasyISA, please note that your savings will remain invested in the current funds, unless you decide to make any changes. You can make changes to your account, by either logging into your account, or contacting us on info@chelseafs.co.uk or 020 7384 7300.

VT Chelsea Managed Funds

The VT Chelsea Managed funds were launched in 2017 in response to customer demand for a more comprehensive alternative to the EasyISAs. Unlike the EasyISAs, the underlying funds in the VT Chelsea Managed funds are automatically adjusted and changed. These funds aim to offer a complete investment solution and there are four different options, each designed for varying risk profiles and objectives:

• VT Chelsea Managed Cautious Growth
• VT Chelsea Managed Balanced Growth
• VT Chelsea Managed Aggressive Growth
• VT Chelsea Managed Monthly Income

You can hold the funds within an ISA, Junior ISA or Pension wrapper or a General Investment Account:

Performance

Since launch in 2017, the funds have all delivered strong and consistent returns. This performance has been noticed by the industry, with the range winning the ‘Best Mixed Asset Small Fund Family Group Over Three Years’ in the Refinitiv Lipper Fund Awards in both 2021 and 2022.

Please remember that Chelsea does not offer advice and so if you are unsure of anything please contact an expert adviser.