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|
|Artemis US Extended Alpha||6.46||Equities|
|HSBC American Index||6.12||Equities|
|Merian Chrysalis Investment Co Ltd||5.90||Equities|
|Fidelity Index US||5.19||Equities|
|BlackRock European Dynamic||4.62||Equities|
|Fidelity S&P 500 Index (GBP Hedged)||4.54||Equities|
|Hermes Asia ex Japan Equity||4.23||Equities|
|Polar Capital Global Insurance||4.16||Equities|
|Fidelity Global Special Situations||4.01||Equities|
|Global X Silver Miners ETF||3.81||Gold & Silver|
|Jupiter European Opportunities Trust PLC||3.55||Equities|
|RWC Global Emerging Markets||3.16||Equities|
|Schroder Global Recovery||2.97||Equities|
|Baillie Gifford Japanese||2.97||Equities|
|RWC Continental Europe Growth||2.79||Equities|
|Marlborough European Multi-Cap||2.62||Equities|
|Scottish Oriental Smaller Companies Trust PLC||2.56||Equities|
|Stewart Investors Latin America||2.45||Equities|
|Rathbone Global Opportunities||2.26||Equities|
|Smithson Investment Trust||2.26||Equities|
|Alquity Indian Subcontinent||2.21||Equities|
|Aberdeen Standard Equity Income Trust PLC||2.16||Equities|
|Merian UK Dynamic Equity||2.05||Equities|
|Man GLG Japan CoreAlpha Professional||2.05||Equities|
|Goldman Sachs India Equity Portfolio I GBP||1.83||Equities|
|Polar Capital Biotechnology||1.74||Equities|
|Baillie Gifford Japan Trust PLC||1.42||Equities|
|Man GLG Japan CoreAlpha Equity (GBP Hedged)||1.37||Equities|
|Lindsell Train Investment Trust PLC||1.17||Equities|
|River and Mercantile UK Micro Cap Inv Co Ltd||0.84||Equities|
Information correct as at 31 August 2019. Please note percentages may not add up to 100% exactly due to rounding 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.
***FE Analytics 05/06/2017-31/08/2019 total return in sterling terms. Dealing to dealing on a bid to bid basis.
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.