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.

What does the fund do?

In the VT Chelsea Managed Balanced Growth fund, we aim to grow your money over the long term. At the same time, we don’t want you to lose sleep if the stock market tumbles, so we’ll strive to build a portfolio with lower volatility than equities†.

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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 a 40% – 85% equities target.

  • Ongoing charges figure

    0.77%

Portfolio performance since launch*

What do we invest in?

As the name suggests, we will hold diverse, yet complementary, funds in the VT Chelsea Managed Balanced Growth fund. These funds may contain UK and overseas equities, bonds, property, gold, targeted absolute return strategies and other investments. The target equity weighting is 40%-85%, but we will vary the mix of sectors, assets and investing styles over time to suit different market conditions.

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. The aim is to have lower volatility than global equities over a rolling 5-year period.

*FE fundinfo VT Chelsea Managed Balanced Growth vs IA Mixed Investment. Investment 40-85% Shares 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.