16 February 2024 – Chelsea’s research team has made a number of changes to its Chelsea Selection.
Following its latest investment meeting, the Chelsea Research team has added four new funds and moved five existing funds to the Chelsea Selection, promoted four existing funds to the Core Selection list and removed three funds.
Funds added to Chelsea Selection:
Funds promoted to Chelsea Core Selection:
Funds leaving the Chelsea Selection:
Funds leaving the Chelsea Core Selection:
JOHCM UK Dynamic was removed from both the Chelsea Core Selection and wider Chelsea Selection.
You can find out more about some of these funds in the latest edition of our Viewpoint magazine, which is available to download here.
Investors looking for a more complete investment solution might like to consider one of the four award-winning funds designed by the Chelsea in-house research team.
The VT Chelsea Managed Funds are for investors who prefer to make their own investment decisions, without personal advice. These funds are actively managed, so investors can sit back and relax knowing the management of their ISA portfolio is being taken care of for them.
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.
Past performance is not a reliable guide to future returns. You may not get back the amount originally invested, and tax rules can change over time. The views expressed are those of the author and do not constitute financial advice.