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.
Quite simply, the aggressive fund aims to grow your money over the long term†. We will invest heavily in stock markets around the world, which means the fund may be more volatile than the other VT Chelsea Managed Funds.
Long-term, sustainable growth is not just about making the right investments; it’s about being invested (or not) at the right time. We will not be afraid to tilt this fund towards our preferred sectors or regions to seek the highest potential gains, and we won’t hesitate to take on a bit of extra risk, but it must be justified by return potential.
We are happy to include more niche funds in this portfolio when they offer an opportunity to enhance returns. This means we are more likely to hold single country funds, which could include places such as India or other emerging markets, as well as highly specialised funds in sectors such as technology, biotechnology or insurance.
We may also avoid countries where we don’t currently see strong growth prospects, which means the fund may be quite different from the global stock market. The fund may also have a significant weighting to small- and mid-cap equities. Up to 100% of the fund may be invested in UK and overseas equities, although other assets could include bonds, property, gold and targeted absolute return strategies.
We believe in transparency, so you can see a full list of what the VT Chelsea Managed Aggressive Growth fund invests in below.
|Holding||% of fund||Asset class|
|Fidelity Index US||11.08||Equities|
|Artemis US Extended Alpha||7.10||Equities|
|HSBC American Index||6.28||Equities|
|Hermes Asia ex Japan Equity||5.40||Equities|
|Smithson Investment Trust||5.29||Equities|
|BlackRock European Dynamic||5.13||Equities|
|Fidelity Global Special Situations||4.75||Equities|
|RWC Global Emerging Markets||3.78||Equities|
|Schroder Global Recovery||3.63||Equities|
|Goldman Sachs India Equity Portfolio||3.39||Equities|
|Baillie Gifford Japanese||3.35||Equities|
|Invesco European Equity||3.34||Equities|
|Man GLG Japan CoreAlpha Professional||3.30||Equities|
|RWC Continental Europe Growth||3.26||Equities|
|Fundsmith Equity I Class Acc||3.08||Equities|
|Scottish Oriental Smaller Companies Trust PLC||3.05||Equities|
|Merian Chrysalis Investment Co Ltd||2.94||Equities|
|Global X Silver Miners ETF||2.92||Gold & Silver|
|BMO Global Equity Market Neutral||2.91||Absolute Return|
|Polar Capital Global Insurance||2.57||Equities|
|Merian UK Dynamic Equity||2.57||Equities|
|Stewart Investors Latin America||2.49||Equities|
|Lindsell Train Investment Trust PLC||2.35||Equities|
|Polar Capital Biotechnology||2.15||Equities|
|Jupiter European Opportunities Trust PLC||1.82||Equities|
Information correct as at 30 November 2018. Please note percentages may not add up to 100% exactly due to round errors
It’s important to understand investments can go down as well as up in value. We expect the volatility of this fund to be similar to global equities. You may not get back the amount originally invested.
†Long term is 5+ years.
*Source of all data performance data: FE Analytics on a bid-to-bid basis total return to 30/11/18, benchmark is the IA Global
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.