VT Chelsea Managed Cautious Growth
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.
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The Chelsea investment philosophy & process
What does this fund do?
In the most cautious fund, we aim to produce growth over the long term, but with lower volatility than equity markets†. While returns may not be as high as you could potentially get in the aggressive fund, you'll also be taking much less risk.
How do we do it?
We will invest in a variety of assets to create a diversified portfolio. We carefully select assets that are less correlated, which means investments that don’t usually rise or fall in tandem – or at least not to the same extent. This reduces the risk that everything in the fund drops dramatically at the same time and helps to smooth your returns.
What do we invest in?
We focus on lower-risk funds that are defensive in nature. These funds' underlying assets may include UK and overseas equities, as well as bonds, property, gold and other investments. We are also likely to have a high weighting to targeted absolute return strategies that aim to produce positive returns in any market conditions.
We believe in transparency, so you can see a full list of what the VT Chelsea Managed Cautious Growth fund invests in below.
| Fund name | % in fund | Asset class |
| Man GLG UK Absolute Value | 5.98 | Absolute Return |
| TB Evenlode Global Equity | 4.55 | Equities |
| Liontrust Special Situations Fund | 4.40 | Equities |
| Chrysalis Investments Ltd | 4.13 | Equities |
| Jupiter UK Special Situations | 4.01 | Equities |
| TB Guinness Global Eq Income | 3.80 | Equities |
| Royal London Global Equity Income | 3.76 | Equities |
| Greencoat UK Wind PLC | 3.62 | Alternatives |
| Polar Capital Technology Trust PLC | 3.53 | Equities |
| FTF MC European Unconstrained | 3.44 | Equities |
| Assura PLC | 3.32 | Property |
| iShares $ TIPS UCITS ETF GBP Hgd Inc | 3.30 | Fixed Income |
| Invesco Physical Markets PLC | 3.16 | Gold |
| iShares $ Treasury Bd 1-3yr UCITS ETF GBP Hgd Dist | 2.94 | Fixed Income |
| Man GLG Sterling Corporate Bd | 2.79 | Fixed Income |
| Fidelity Asia Pacific Opportunities | 2.64 | Equities |
| Bluefield Solar Income Fund Ltd | 2.63 | Alternatives |
| Invesco US Treas Bd 7-10 Year UCITS ETF Dist | 2.56 | Fixed Income |
| Artemis Target Return Bond | 2.54 | Absolute Return |
| Supermarket Income REIT PLC | 2.43 | Property |
| Invesco UK Gilts UCITS ETF Dist | 2.39 | Fixed Income |
| GCP Infrastructure Investments Ltd | 2.37 | Fixed Income |
| Artemis Corporate Bond | 2.22 | Fixed Income |
| Target Healthcare REIT Ltd | 2.07 | Property |
| Nomura Global Dynamic Bond | 2.05 | Fixed Income |
| Fidelity Index US | 1.90 | Equities |
| Sequoia Economic Infrastructure Income Fund Ltd | 1.80 | Fixed Income |
| Hipgnosis Songs Fund Ltd | 1.54 | Alternatives |
| SDCL Energy Efficiency Income Trust PLC | 1.54 | Alternatives |
| Invesco US Treas Bd 7-10 Year UCITS ETF GBP H Dist | 1.46 | Fixed Income |
| Renewables Infrastructure Group Ltd | 1.45 | Alternatives |
| Doric Nimrod Air Two Ltd | 1.19 | Alternatives |
| Allianz Strategic Bond | 1.16 | Fixed Income |
| Life Science REIT plc | 0.62 | Property |
| iShares $ Treasury Bond 20+yr UCITS ETF GBP H D | 0.41 | Fixed Income |
| Cash | 6.30 | Cash |
Information correct as at 29/02/2024. Please note percentages may not add up to 100% exactly due to rounding errors
Portfolio performance
What are the risks?
While we anticipate this fund will have a lower volatility than equity markets, it's important to understand investments can go down as well as up in value. You may not get back the amount originally invested.
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Important information
†Long term is 5+ years. The aim is to have lower volatility than global equities over a rolling 5-year period.
**FE Analytics 05/06/2017-29/02/2024 VT Chelsea Managed Cautious Growth vs IA Mixed Investment Investment 20-60% Shares total return in sterling
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.