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.
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See the other VT Chelsea Managed Funds
The Chelsea investment philosophy & process
What does this fund do?
Quite simply, the aggressive 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.
What do we invest in?
We are happy to include more niche funds in this portfolio 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 | % of fund | Asset class |
| Fidelity Index US | 6.16 | Equities |
| Chrysalis Investments Ltd | 5.70 | Equities |
| Polar Capital Technology Trust PLC | 4.75 | Equities |
| HSBC American Index | 4.42 | Equities |
| Schroder Global Recovery | 3.97 | Equities |
| Polar Capital Biotechnology | 3.21 | Equities |
| Future of Defence UCITS ETF | 3.05 | Equities |
| IFSL Marlborough European Special Situations | 3.02 | Equities |
| Rathbone Global Opportunities | 2.97 | Equities |
| Schiehallion Fund Ltd | 2.93 | Equities |
| BlackRock Global Unconstrained Equity | 2.70 | Equities |
| Smithson Investment Trust | 2.68 | Equities |
| BlackRock European Dynamic | 2.66 | Equities |
| Assura PLC | 2.58 | Property |
| WS Raynar UK Smaller Companies | 2.56 | Equities |
| Fidelity Asia Pacific Opportunities | 2.46 | Equities |
| Artemis UK Select | 2.42 | Equities |
| Chikara Indian Subcontinent | 2.38 | Equities |
| M&G Japan | 2.32 | Equities |
| IFSL Evenlode Global Equity | 2.27 | Equities |
| Doric Nimrod Air Three | 2.23 | Equities |
| WS Guinness Global Equity Income | 2.21 | Equities |
| MI Chelverton UK Equity Growth | 2.20 | Equities |
| Polar Capital Global Insurance | 2.16 | Equities |
| Greencoat UK Wind PLC | 2.11 | Alternatives |
| Granahan US Focused Growth | 2.06 | Equities |
| Baillie Gifford Shin Nippon PLC | 2.06 | Equities |
| iShares MSCI World Energy Sector UCITS ETF | 2.05 | Equities |
| SDCL Energy Efficiency Income Trust PLC | 1.73 | Equities |
| Blackrock World Mining Trust PLC | 1.65 | Equities |
| Baillie Gifford Japan Trust PLC | 1.49 | Equities |
| Bluefield Solar Income Fund Ltd | 1.40 | Alternatives |
| iShares $ Treasury Bond 20+yr UCITS ETF GBP Hedged | 1.39 | Fixed Income |
| Slater Growth | 1.38 | Equities |
| Invesco Physical Markets PLC | 1.23 | Gold |
| GCP Infrastructure Investments Ltd | 1.19 | Fixed Income |
| Achilles Investment Company Ltd | 1.03 | Alternatives |
| Pareturn Barwon Listed Private Equity | 0.98 | Equities |
| Cash | 4.26 | Cash |
Information correct as at 28/02/2025. Please note percentages may not add up to 100% exactly due to rounding errors
Portfolio performance since launch*
What are the risks?
It’s important to understand investments can go down as well as up in value. We expect the volatility of this fund to be similar to global equities. You may not get back the amount originally invested.
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Important information
†Long term is 5+ years.
**FE Analytics 05/06/2017-28/02/2025 VT Chelsea Managed Aggressive Growth vs IA Global vs IA Flexible total return in sterling
The VT Chelsea Managed Funds are for investors who prefer to make their own investment decisions, without personal advice.
Valu-Trac Investment Management Limited is the authorised corporate director (ACD) and investment manager of the VT Chelsea Managed Funds. Valu-Trac is authorised and regulated by the Financial Conduct Authority (FCA). Valu-Trac’s FCA registration is 145168. Chelsea Portfolio Management Services Limited will be the investment adviser for the VT Chelsea Managed Funds.