The Chelsea Portfolio
The stocks and shares element of an ISA is only permitted to have one plan manager. This traditionally meant that your allowance for the year could only be invested with one fund manager, severely restricting your investment options. However, the onset of fund supermarkets has changed this.
A fund supermarket allows you to invest in a wide range of funds (The Chelsea Portfolio currently has over 1600, with over 90 fund managers). The supermarket acts as your plan manager, therefore your ISA investment can be split between many different fund managers. This means that you can pick the best funds in the market for your ISA requirements.
The fund supermarket also allows direct investment fund purchases and these will be added to your total portfolio, so you can manage your investments in one place. No more is there a need to have paperwork from many different companies, The Chelsea Portfolio will put all of your investments in the same home.
The Chelsea Portfolio offers a wide range of benefits including:
- One Valuation for all your ISA and unwrapped investments
- You are no longer restricted to the funds of only one provider. The Chelsea Portfolio gives you access to over 1600 funds.
- The Chelsea Portfolio allows you to switch between fund providers, not just the funds of one company.
- You do not have to remain out of the market for long, thus missing out on stock market movements.
- One point of contact for all your queries.
- The opportunity to consolidate your tax-free investments, enabling you to construct a balanced portfolio.
- You can make use of our portfolio options and select from our 38 carefully chosen funds.
- You can purchase online.
- Once you have purchased online, valuations statements are available at the click of a button.
If you are interested in utilising these benefits please select one of the following options:
1) If you would like to buy online within The Chelsea Portfolio you can do so here.
2) If you have funds outside of The Chelsea Portfolio and would like to move them across, please download the re-registration form from our literature library.
3) If you would like to purchase funds by post, please download an application form from our literature library.
4) If you would like to find out more please call us on 020 7384 7300.
Remember! All investments carry some risk. Before going any further, please read the Important Notice below.