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.

What does the fund do?

Quite simply, the VT Chelsea Managed Aggressive Growth 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.

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Fund at a glance

  • Goal:

    Capital growth over the long term

  • Where does it invest?

    Globally

  • Asset mix:

    Multi-asset, with up to 100% in equities

  • Ongoing charges figure

    0.88%

Portfolio performance since launch*

What do we invest in?

We are happy to include more niche funds in the VT Chelsea Managed Aggressive Growth fund 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.

See a full list of holdings

How to invest

Once you know where you want to invest, there are a number of ways you can invest:

The Chelsea investment philosophy & process

The Chelsea research team is always happy to talk about the VT Chelsea Managed funds. If you have any questions, or would like more information, please do not hesitate to contact us.

Find out more about the process here
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Important Information

†Long term is 5+ years.

*FE fundinfo VT Chelsea Managed Aggressive Growth vs IA Flexible total return in sterling.

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.