Where does the VT Chelsea Managed Aggressive invest?

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.

We believe in transparency, so you can see a full list of what the VT Chelsea Managed Aggressive Growth fund invests in below.

Fund name% in fundAsset class
Polar Capital Technology Trust PLC5.51%Equities
Fidelity Index US5.23%Equities
Chrysalis Investments Ltd4.80%Equities
Ranmore Global Equity4.05%Equities
WS Raynar UK Smaller Companies3.70%Equities
HSBC American Index3.37%Equities
Chikara Indian Subcontinent3.10%Equities
SDCL Energy Efficiency Income Trust PLC2.99%Equities
IFSL Marlborough European Special Situations2.90%Equities
Artemis UK Select2.89%Equities
Blackrock World Mining Trust PLC2.72%Equities
BlackRock European Dynamic2.43%Equities
Polar Capital Global Insurance2.38%Equities
Rathbone Global Opportunities2.35%Equities
M&G Japan2.35%Equities
Smithson Investment Trust2.33%Equities
Fidelity Asia Pacific Opportunities2.26%Equities
BlackRock Global Unconstrained Equity2.15%Equities
Redwheel Next Generation Emerging Markets2.14%Equities
Regnan Sustainable Water and Waste2.06%Equities
Primary Health Properties PLC2.06%Property
Global X Silver Miners2.01%Gold & Silver
Baillie Gifford Shin Nippon PLC2.00%Equities
Schiehallion Fund Ltd1.98%Equities
Pinnacle Global Equity Select1.97%Equities
BlackRock Throgmorton Trust1.95%Equities
iShares Up to 10 Years Idx Linked Glt Index1.91%Fixed Income
WS Guinness Global Equity Income1.91%Equities
Future of Defence UCITS ETF1.73%Equities
Granahan US Focused Growth1.72%Equities
Polar Capital Biotechnology1.69%Equities
IFSL Evenlode Global Equity1.66%Equities
Polar Capital Global Healthcare1.65%Equities
Invesco Physical Gold1.48%Gold
Grainger PC1.48%Property
Baillie Gifford Japan Trust PLC1.47%Equities
Achilles Investment Company Ltd1.07%Alternatives
Jupiter Merian Global Equity Fund1.04%Equities
Life Science REIT plc0.98%Property
Future of European Defence UCITS ETF0.95%Equities
Doric Nimrod Air Three0.93%Equities
Pareturn Barwon Listed Private Equity0.86%Equities
Bluefield Solar Income Fund Ltd0.62%Alternatives
Cash3.18%Cash

Correct as at 31/12/2026.