VT Chelsea Managed Aggressive Growth

Aggressive fund at a glanceMar22

The word "aggressive" might initially seem daunting, but  if time is on your side you may want to consider taking a higher level of risk to give yourself the best possible chance of long-term gains.

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The Chelsea investment philosophy & process

What does this fund do?

Quite simply, the aggressive fund aims to grow your money over the long term. We will invest heavily in stock markets around the world, which means the fund may be more volatile than the other VT Chelsea Managed Funds.

Long-term, sustainable growth is not just about making the right investments; it’s about being invested (or not) at the right time. We will not be afraid to tilt this fund towards our preferred sectors or regions to seek the highest potential gains, and we won’t hesitate to take on a bit of extra risk, but it must be justified by return potential.

What do we invest in?

We are happy to include more niche funds in this portfolio when they offer an opportunity to enhance returns. This means we are more likely to hold single country funds, which could include places such as India or other emerging markets, as well as highly specialised funds in sectors such as technology, biotechnology or insurance.

We may also avoid countries where we don’t currently see strong growth prospects, which means the fund may be quite different from the global stock market. The fund may also have a significant weighting to small- and mid-cap equities. Up to 100% of the fund may be invested in UK and overseas equities, although other assets could include bonds, property, gold and targeted absolute return strategies.

We believe in transparency, so you can see a full list of what the VT Chelsea Managed Aggressive Growth fund invests in below.

Fund name % of fund Asset class
Fidelity Index US 9.20 Equities
HSBC American Index 5.13 Equities
Chrysalis Investments Ltd 4.71 Equities
Baillie Gifford Japan Trust PLC 4.06 Equities
Schroder Global Recovery 3.86 Equities
Polar Capital Biotechnology 3.77 Equities
Ninety One Global Environment 3.65 Equities
Taylor Maritime Investments Ltd 3.52 Alternatives
Baillie Gifford US Growth Trust PLC 3.50 Equities
Polar Capital Global Insurance 3.49 Equities
Fidelity Asia Pacific Opportunities 3.49 Equities
BlackRock European Dynamic 3.41 Equities
MI Chelverton UK Equity Growth 3.28 Equities
Polar Capital Technology Trust PLC 3.20 Equities
RWC Global Emerging Markets 3.17 Equities
Marlborough European Multi-Cap 2.74 Equities
Granahan US Focused Growth 2.70 Equities
Fidelity Global Special Situations 2.68 Equities
Rathbone Global Opportunities 2.65 Equities
Global X Silver Miners ETF 2.63 Gold & Silver
Alquity SICAV-Alquity Indian Subcontinent 2.52 Equities
Fundsmith Equity 2.35 Equities
European Opportunities Trust PLC 2.32 Equities
Merian UK Dynamic Equity 2.24 Equities
Smithson Investment Trust 2.14 Equities
TR Property Investment Trust PLC 2.04 Property
Schiehallion Fund Ltd C Shares 1.92 Equities
Jupiter European Smaller Companies 1.88 Equities
Baillie Gifford Global Discovery 1.87 Equities
Scottish Oriental Smaller Companies Trust PLC 1.63 Equities
Stewart Investors Indian Subcon Sustain 1.29 Equities
     
Cash 2.94 Cash

Information correct as at 28/02/2022. Please note percentages may not add up to 100% exactly due to rounding errors

Portfolio performance

AG

What are the risks?

It’s important to understand investments can go down as well as up in value. We expect the volatility of this fund to be similar to global equities. You may not get back the amount originally invested.

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Important information

Long term is 5+ years.

**FE Analytics 05/06/2017-28/02/2022 VT Chelsea Managed Aggressive Growth vs IA Global total return in sterling.

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.