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||08/12/22 to 08/12/23
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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Our view on this fund
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
View funds on the Wealth Shortlist »
The investment objective of the VT Chelsea Managed Balanced Growth fund is to generate capital growth over the long term. The Fund is expected to follow a balanced strategy with investment primarily through collective investment schemes (including those managed or operated by the ACD) so as to provide a balance between exposure to asset classes which the ACD considers to lower risk (including cash, fixed income and assets following absolute return strategies) and those which it considers to be higher risk assets classes (typically equities). The Fund may also invest directly in transferable securities, equities, bonds, money market instruments, cash and near cash, with commodity exposure being achieved through other collective investment schemes (including exchange traded funds). Derivatives (that is sophisticated investment instruments linked to the rise and fall of the price of other assets) may be held for efficient portfolio management purposes.
There will be no particular emphasis on any industrial, geographic or economic sector.