VT Chelsea
Managed Funds
For a complete investment solution you might like to consider one of the four award-winning funds designed by the Chelsea in-house research team.
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VT Chelsea Managed Monthly Income
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 VT Chelsea Managed Monthly Income fund may be more appealing.
VT Chelsea Managed Aggressive Growth
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.
VT Chelsea Managed Balanced Growth
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 VT Chelsea Managed Balanced Growth fund seeks to achieve an equilibrium.
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.
The research team and their process
The VT Chelsea Managed Funds are relatively new, but our fund-picking skills are not. Through the Chelsea Core Selection, Darius, Juliet and the Chelsea research team have consistently added value for our clients.
Investment Management
Chelsea is the Investment Manager for the VT Chelsea Managed Monthly Income, VT Chelsea Managed Cautious Growth, VT Chelsea Managed Balanced Growth and the VT Chelsea Managed Aggressive Growth. Given the size of the firm and the number of transactions undertaken, the firm has not signed up to the Stewardship Code on a mandatory basis but considers shareholder engagement with portfolio companies on a case by case basis.
As part of the firm’s investment research, both initial and ongoing, it reviews potential portfolio companys’ governance arrangements and also on occasions will engage with the senior management of the relevant investee company. The firm does not have a fixed engagement or voting policy but considers this on a case by case basis. The firm may vote on certain shareholder actions but not all, but will always consider what is – or isn’t – in the best interests of its clients (the Funds) and if required, will vote accordingly in line with those material interests. Records are maintained of any voting activity.
How to invest
Investing is easy and our friendly team are here to help:
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Log in here and search for the name of the fund you want to buy
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Call us on 020 7384 7300 to buy over the phone or request an application form
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Download an application form and post it to us, along with a cheque
Important Information
The VT Chelsea Managed Fund range was launched to offer Chelsea’s clients a one-stop shop to invest as well as giving them access to the Chelsea research team’s most up-to-date investment views and fund preferences. Please remember that the value of investments will fluctuate and returns may be less than the amount originally invested. However, Chelsea does not offer investment advice and cannot say which of these funds, if any, you should invest into. If you are unsure about the suitability of any investment you should seek professional advice.
The VT Chelsea Managed Funds are for investors making their own decisions, without personal advice. Valu-Trac Investment Management Limited is the authorised corporate director and Chelsea Financial Services Plc is the investment manager. Valu-Trac FCA reference 145168. Chelsea Financial Services Plc FCA reference 114493.
