VT Chelsea Managed Aggressive Growth

Aggressive fund at a glance Feb 24

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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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
Chrysalis Investments Ltd 5.46 Equities
Fidelity Index US  5.39 Equities
Polar Capital Technology Trust PLC 5.10 Equities
Ranmore Global Equity  4.05 Equities
HSBC American Index  4.04 Equities
WS Raynar UK Smaller Companies 3.85 Equities
SDCL Energy Efficiency Income Trust PLC 3.67 Equities
Future of Defence UCITS ETF 3.53 Equities
IFSL Marlborough European Special Situations 3.16 Equities
Artemis UK Select  2.86 Equities
BlackRock European Dynamic 2.62 Equities
Rathbone Global Opportunities 2.59 Equities
Chikara Indian Subcontinent 2.50 Equities
Smithson Investment Trust 2.49 Equities
Fidelity Asia Pacific Opportunities 2.33 Equities
BlackRock Global Unconstrained Equity 2.27 Equities
M&G Japan  2.21 Equities
Schiehallion Fund Ltd 2.17 Equities
MI Chelverton UK Equity Growth 2.10 Equities
Doric Nimrod Air Three 2.10 Equities
Polar Capital Global Insurance 2.08 Equities
WS Guinness Global Equity Income  2.08 Equities
Greencoat UK Wind PLC 2.08 Alternatives
Baillie Gifford Shin Nippon PLC 2.02 Equities
Granahan US Focused Growth  1.96 Equities
IFSL Evenlode Global Equity 1.93 Equities
Pinnacle Global Equity Select 1.93 Equities
Polar Capital Biotechnology 1.74 Equities
Blackrock World Mining Trust PLC 1.66 Equities
Baillie Gifford Japan Trust PLC 1.66 Equities
iShares MSCI World Energy Sector UCITS ETF 1.34 Equities
Invesco Physical Markets PLC 1.29 Gold
Achilles Investment Company Ltd 1.28 Alternatives
Regnan Sustainable Water and Waste 1.23 Equities
GCP Infrastructure Investments Ltd 1.11 Fixed Income
Bluefield Solar Income Fund Ltd 0.95 Alternatives
Pareturn Barwon Listed Private Equity 0.87 Equities
iShares $ Treasury Bond 20+yr UCITS ETF GBP Hedged 0.86 Fixed Income
Life Science REIT plc 0.61 Property
Primary Health Properties PLC 0.46 Property
Assura PLC 0.46 Property
     
Cash 6.13 Cash

Information correct as at 31/05/2025. Please note percentages may not add up to 100% exactly due to rounding errors

Portfolio performance since launch*

AggressiveJune2025

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 05/06/2017-31/05/2025 VT Chelsea Managed Aggressive Growth vs IA Global vs IA Flexible 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.