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.
Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license.
Download latest factsheet
Find out how to invest
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 |
| 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*
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.
Learn more
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.