EasyISA Portfolios

The Chelsea EasyISA offers a choice of five simple portfolios, each spreading your 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 managed by Chelsea, and you can see recent changes at the bottom of this page. 

Take a closer look at our five EasyISA portfolios below:

Cautious

Balanced

Aggressive

Income

Global Income

Changes, as at February 2021

Cautious Growth 

  • BlackRock UK Absolute Alpha replaced by Janus Henderson UK Absolute I Acc

Balanced Growth 

  • Henderson UK Absolute Alpha replaced by Jupiter UK Specialist R Acc (formerly Merian UK Specialist R Acc)

Aggressive Growth

  • Stewart Asia Pacific Leaders replaced by Fidelity Asia Pacific Opportunities W Acc

Income 

  • Rathbone Income replaced by TB Evenlode Income B Inc

There are no changes to the Global Income EasyISA

 

┼OCF: The cost includes the annual management charge and other fees such as registration, regulatory, audit and legal fees. #The annual management charge is paid to a fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The annual management charge is less than the Ongoing Charges Figure (OCF). The portfolios do not include cash allocations. Charges as at 08/02/2021. ^Yields per annum as at 08/02/2021.