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 fund | Asset class |
|---|---|---|
| Polar Capital Technology Trust PLC | 5.51% | Equities |
| Fidelity Index US | 5.23% | Equities |
| Chrysalis Investments Ltd | 4.80% | Equities |
| Ranmore Global Equity | 4.05% | Equities |
| WS Raynar UK Smaller Companies | 3.70% | Equities |
| HSBC American Index | 3.37% | Equities |
| Chikara Indian Subcontinent | 3.10% | Equities |
| SDCL Energy Efficiency Income Trust PLC | 2.99% | Equities |
| IFSL Marlborough European Special Situations | 2.90% | Equities |
| Artemis UK Select | 2.89% | Equities |
| Blackrock World Mining Trust PLC | 2.72% | Equities |
| BlackRock European Dynamic | 2.43% | Equities |
| Polar Capital Global Insurance | 2.38% | Equities |
| Rathbone Global Opportunities | 2.35% | Equities |
| M&G Japan | 2.35% | Equities |
| Smithson Investment Trust | 2.33% | Equities |
| Fidelity Asia Pacific Opportunities | 2.26% | Equities |
| BlackRock Global Unconstrained Equity | 2.15% | Equities |
| Redwheel Next Generation Emerging Markets | 2.14% | Equities |
| Regnan Sustainable Water and Waste | 2.06% | Equities |
| Primary Health Properties PLC | 2.06% | Property |
| Global X Silver Miners | 2.01% | Gold & Silver |
| Baillie Gifford Shin Nippon PLC | 2.00% | Equities |
| Schiehallion Fund Ltd | 1.98% | Equities |
| Pinnacle Global Equity Select | 1.97% | Equities |
| BlackRock Throgmorton Trust | 1.95% | Equities |
| iShares Up to 10 Years Idx Linked Glt Index | 1.91% | Fixed Income |
| WS Guinness Global Equity Income | 1.91% | Equities |
| Future of Defence UCITS ETF | 1.73% | Equities |
| Granahan US Focused Growth | 1.72% | Equities |
| Polar Capital Biotechnology | 1.69% | Equities |
| IFSL Evenlode Global Equity | 1.66% | Equities |
| Polar Capital Global Healthcare | 1.65% | Equities |
| Invesco Physical Gold | 1.48% | Gold |
| Grainger PC | 1.48% | Property |
| Baillie Gifford Japan Trust PLC | 1.47% | Equities |
| Achilles Investment Company Ltd | 1.07% | Alternatives |
| Jupiter Merian Global Equity Fund | 1.04% | Equities |
| Life Science REIT plc | 0.98% | Property |
| Future of European Defence UCITS ETF | 0.95% | Equities |
| Doric Nimrod Air Three | 0.93% | Equities |
| Pareturn Barwon Listed Private Equity | 0.86% | Equities |
| Bluefield Solar Income Fund Ltd | 0.62% | Alternatives |
| Cash | 3.18% | Cash |
Correct as at 31/12/2026.