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.

What does the fund do?

In the most VT Chelsea Managed Cautious Growth 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.

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Fund at a glance

  • Goal:

    Capital growth over the long term, with lower volatility than equities

  • Where does it invest?

    Globally

  • Asset mix:

    Multi-asset, with a 20%-60% equities target.

  • Actual yield (as at September 2026):

    2.20%

  • Ongoing charges figure

    1.05%

Portfolio performance since launch*

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.

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 Cautious Growth vs IA Mixed Investment Investment 20-60% 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.