The VT Chelsea Managed Funds are new, but our fund-picking skills are not. Through the Chelsea Core Selection, Darius, Juliet and the Chelsea research team have consistently added value for our clients.
The Core Selection is a small, select group of our favourite funds in each of the main sectors available to UK investors. These funds have beaten the Investment Association’s Flexible Investment sector in 13 out of 16 years since the Core Selection begun and delivered total returns of 176%^.
^For data and other details, see important information below
I joined Chelsea's training scheme, in February 1996, after graduating from Birmingham University with a BSc (Hons) in Chemistry, so I am just starting my 25th year with the company. I was promoted to managing director in February 2000. As well as managing the business and being part of the research team, I have an active role in the financial media and am quoted regularly in both national newspapers and more specialist financial publications as well as TV and Radio. I lead the investment team on our managed funds launched in June 2017.
In 2014, I helped to launch FundCalibre, an independent fund ratings and research business.
I am also Chairman of the Association for Independent Discount and Non-Advisory Brokers (AIDB). The AIDB represents the views and interests of the discount broking, execution-only and non-advised sales community to the regulator, the fund groups and platforms and the general public.
I am also a member of the IA sectors committee and a judge on most fund manager awards including Investment Week and Portfolio Adviser.
Outside work (almost literally, as our office is a stone's throw from the stadium) I am a dedicated Chelsea football fan. When I'm not at a match I'm usually entertaining my two children.
Juliet has been at Chelsea for almost 20 years. She quickly rose to the position of head of research in 2001 and was made research director in 2013. She currently selects funds for Chelsea’s Selection and Core Selection lists and model portfolios, which are featured in the highly subscribed Viewpoint magazine. She also compiles a Fund Review, covering over 400 funds.
James is a senior research analyst at Chelsea Financial Services and has a BA in War Studies from King's College London. Before joining Chelsea he worked in equity research for the institutional brokerage firm Redburn. James has a passion for improving financial education and he wants to encourage more people to save and invest.
Ryan's journey to Chelsea came via a bond trading platform in the City, having finished his MSc Finance in 2014. He is part of the research team, working on the Asia, Global, Bonds and UK Equity Income sectors. Ryan has diverse work experience from Glyndebourne to Apple.
^Data source: FE Analytics. Chart shows total returns in sterling for Investment Association Flexible Investment sector versus all aggregated funds in the Chelsea Core Selection, accounting for any funds added or removed within the time period. 01/05/2001–31/01/2017. The Chelsea Core Selection is not managed to the requirements of a regulated UCITS fund. Performance is net of charges for all underlying funds, but investors should be aware it does not include portfolio management or transactional charges, which will be applicable on the VT Chelsea Managed Funds. Past performance is not a guide to future returns.
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.