VT Chelsea Managed Funds

For a complete investment solution you might light to consider one of the four funds designed by the Chelsea in-house research team.

What are the funds?

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When you’re relying on your savings to generate an income, you want to know they’re working hard. A cash account might not cut it. The monthly income fund may be more appealing. Find out more.

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Sometimes, you want a place to park your savings where they have the potential to grow over the long term, but you're not comfortable with the kinds of shorter-term swings you typically get in equity markets. Find out more.

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We often talk about finding a work-life balance and that’s a nice way to think about this fund, too. If you want to aim for higher growth than the cautious portfolio, but you’re not really an aggressive investor, the balanced fund seeks to achieve an equilibrium. Find out more.

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The word ‘aggressive’ might initially seem daunting, but  if time is on your side you may want to consider taking a higher level of risk to give yourself the best possible chance of long-term gains. Find out more.

How to invest

Investing is easy and our friendly team are here to help:

Learn more

Important information

*Chelsea will rebate the total investment management charge of 0.3% on the VT Chelsea Managed Funds to clients until 30 June 2018. Other fees and charges still apply. View the total ongoing charges figure (OCF) on each fund's specific page, linked above.

The VT Chelsea Managed Funds are for investors who prefer to make their own investment decisions, without personal advice.

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.