At Chelsea our dedicated team carry out thorough research on all of the most popular unit trusts and OEICs. This process involves meeting the fund manager who will be responsible for managing your money. After this research is complete there are three tiers of selection:
The Chelsea Easy ISA: We have compiled four portfolios each based on differing objectives and attitudes to risk. They contain six carefully selected funds apiece and can take the headache out of your investment decision. Invest online or download an application form from our literature library.
The Chelsea Leaders: At Chelsea Financial Services, our dedicated Research department visit over 400 fund managers every year. We combine these meetings with statistical analysis to produce The Chelsea Leaders. This is a list of our most highly rated funds, broken down into separate investment sectors. Every fund selection comes with a review, full details and our very own Chelsea Risk Rating, indicating the level of risk associated with each fund.
Once you have made your decision the you can invest online or download an application form from our literature llibrary.
The Chelsea Premier League: This is a selection of around 150 of the top-performing funds, drawn from a wide range of sectors. Invest online or download an application form from our literature library.
The Chelsea Relegation Zone: We don't just highlight the top-performing funds for you, we also highlight any funds which we believe have been performing consistently poorly, and which you may wish to switch or transfer. These are detailed in our relegation zone. Should you wish to switch or transfer your funds, you can do so online, or download the forms from our literature library.
Remember! All investments carry some risk. Before going any further, please read the Important Notice below.
