Chelsea research team makes changes to Chelsea Selection
28 February 2025 – 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 three new funds to the Chelsea Selection, promoted three existing funds and added one additional fund to the Core Selection list, and removed ten funds from the Chelsea Selection.
Funds added to Chelsea Selection:
- Jupiter Monthly Income Bond
- T. Rowe Price US Smaller Companies Equity
- T. Rowe Price Global Select Equity
Funds added to Chelsea Core Selection:
- GQG Partners US Equity
Funds promoted to Chelsea Core Selection:
- Artemis Income
- BlackRock Global Unconstrained Equity
- WS Raynar UK Smaller Companies
Funds leaving the Chelsea Selection:
- Baillie Gifford Japanese
- CT European Real Estate Securities
- IFSL Marlborough Global Innovation
- IFSL Marlborough Special Situations
- Janus Henderson Strategic Bond
- Jupiter Financial Opportunities
- Ninety One Global Environment
- Rathbone Income
- Redwheel Global Emerging Markets
- Slater Growth
Funds leaving the Chelsea Core Selection:
- Fundsmith Equity
- Montanaro UK Income
- WS Gresham House UK Micro Cap
You can find out more about some of these funds in the latest edition of our Viewpoint magazine, which is available to download here.
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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.