7 November 2022 – Chelsea’s research team has made a number of changes to its EasyISA portfolios.
Following its latest investment meeting, the Chelsea Research team has replaced one fund in each of its Cautious growth, Balanced Growth and Global Income EasyISAs. Both the Aggressive Growth and Income EasyISAs remain unchanged.
The changes are:
Baillie Gifford Strategic Bond was replaced with Artemis Corporate Bond.
Jupiter Specialist Equity was replaced with Artemis Corporate Bond.
Fidelity Global Enhanced Income was replaced with Fidelity Global Dividend.
In addition to the fund replacements, investors should be aware that Threadneedle European Select (in the Balanced Growth EasyISA) has had a name change and is now called CT European Select.
The Chelsea EasyISA offers a choice of five simple portfolios, each spreading investments across six funds.
All you have to do is choose one of the five options, based on your own requirements and attitude to risk.
Your ISA will then be spread equally across the corresponding funds within the Chelsea FundStore. These EasyISAs are simply suggested portfolios and, due to their exposure to equities, may be subject to volatility, and thus potential capital loss.
The EasyISAs are not adjusted automatically. If you hold an EasyISA and wish to alter it to reflect our changes, then you will need to make a switch yourself.
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.
Chelsea research team are investment advisors to the VT Chelsea Managed Cautious Growth, VT Chelsea Managed Balanced Growth, VT Chelsea Managed Aggressive Growth and VT Chelsea Managed Monthly Income funds.
These funds are actively managed, and changes are made by the investment advisors, so investor can sit back and relax knowing the management of their ISA portfolio is being taken care of for them.
The VT Chelsea Managed Funds are for investors who prefer to make their own investment decisions, without personal advice. 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.