Research

This is our wider list of around 100 top-rated funds. We research all these funds and meet and interview the fund managers, before they gain a place on the Selection table.

This is our list of around 40 top-rated funds. We research all these funds and meet and interview the fund managers, before they gain a place on the Core Selection table.

Our research examines the 10-year dividend records of 29 VCTs, to understand how much tax-free income they have delivered and how their NAVs have held up along the way.

This area highlights some of our client’s widely-held funds, that no longer appear in Selection list. This may include fund(s) that have been recently downgraded.

The Chelsea Risk Rating is our in-house rating to give investors some guidance on the relative risk of funds. We assign these ratings to the most popular funds that our clients invest in.

For a complete investment solution you might like to consider one of the four award-winning funds designed by the Chelsea research team.

Please find an alphabetical glossary of investment terminology, by clicking the link below.

These guides are intended to help you understand a range of topics, so that you’re in a position to make informed decisions.

From compounding and monthly investing to timing the market and building your own portfolio – here are some tips for those of you new to investing.

Choosing the right fund can significantly boost returns, picking the wrong fund can have a devastating effect on your investments too. That’s where the Chelsea RedZone comes in.

If you would like to download our latest edition of Viewpoint or FundReview, please visit the link below.

An independent fund ratings service, designed to help investors find the most skilful managers and the best investment funds.