EasyISA Portfolios

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

The Chelsea EasyISA offers a choice of five simple portfolios, each spreading your investments across six funds. All you have to do is choose one of the five options, based on your own requirements and attitude to risk. 

Your ISA will then be spread equally across the corresponding funds within the Chelsea FundStore. These EasyISAs are simply suggested portfolios and, due to their exposure to equities, may be subject to volatility, and thus potential capital loss. 

The EasyISAs are not managed by Chelsea, and you can see recent changes at the bottom of this page. 

Take a closer look at our five EasyISA portfolios below:

Cautious

Balanced

Aggressive

Income

Global Income

Most recent changes, as at October 2023

We offer an execution-only service, so we cannot amend your investments. If you hold an EasyISA and wish to alter it to reflect our changes, then you will need to effect a switch. However, where a change is made simply because a fund has closed, many investors choose to retain that fund in their EasyISA.

Aggressive Growth EasyISA

BlackRock Continental European Dynamic replaces Premier Miton European
 
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┼OCF: The cost includes the annual management charge and other fees such as registration, regulatory, audit and legal fees. #The annual management charge is paid to a fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The annual management charge is less than the Ongoing Charges Figure (OCF). The portfolios do not include cash allocations. Charges as at 10/10/2023. ^Yields per annum as at 10/10/2023