Chelsea research team makes changes to Chelsea Selection

12 November 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 six new funds to the Chelsea Selection and removed eleven funds. They have also removed two funds from the Chelsea Core Selection.

Funds added to Chelsea Selection:

  • Premier Miton Monthly Income
  • WS Raynar UK Smaller Companies
  • Chikara Indian Subcontinent
  • Aegon Global Equity Income
  • IFSL Marlborough Global Innovation
  • Sanlam Global Artificial Intelligence

Funds leaving the Chelsea Selection:

  • WS Lindsell Train UK Equity
  • FTF Martin Currie European Unconstrained
  • Jupiter European Smaller Companies
  • FTF Martin Currie US Unconstrained
  • FSSA Japan Focus
  • Fidelity Asian Dividend
  • Alquity Indian Subcontinent
  • Montanaro Better World
  • Aviva Investors Global Equity Income
  • Royal London Global Equity Income
  • AXA Framlington Global Technology

Funds leaving the Chelsea Core Selection:

  • AXA Framlington American Growth
  • Ninety One Global Environment

You can find out more about some of these funds in the latest edition of our Viewpoint magazine, which is available to download here.

VT Chelsea Managed Fund range

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.

Published on 12/11/2024