Wesleyan’s award-winning With Profits Growth Fund aims to deliver long-term growth while smoothing the ups and downs of investing. Run by an award-winning investments team, your clients' money is in expert hands.

About the award-winning Wesleyan Smoothed With Profits Growth Fund

Our smoothed fund with a difference is available via independent adviser platforms, including Nucleus Wrap, Aberdeen Wrap, SS&C Hubwise and Wealthtime, meaning it can easily be accessed and incorporated into client portfolios.
The value of investments and any income can go down as well as up. Investors may get back less than they invest.

What is the Wesleyan Smoothed With Profits Growth Fund?

The aim of the Wesleyan With Profits Growth Fund is to provide capital growth over the medium to long term by investing in UK and international equities, bonds, property, cash and other related investments.
Alongside this, the fund aims to avoid sharp rises and falls by ‘smoothing’ returns over the period of the plan.

Smoother returns

A unique pricing process lies at the heart of Wesleyan’s With Profits Growth Fund, offering a simple, easy to understand fund structure that seeks to reduce sharp rises and falls in value. The fund offers the benefits of daily pricing, daily trading and daily smoothing. In addition, there are no market value reductions (MVRs), further minimising price surprises.

To reduce short-term fluctuations in the value of a client’s investment, the full amount of the investment returns, and other profits and losses, are not passed on as they arise. Instead, we apply any changes to the value of the investment steadily over time. In periods of good investment returns, we may keep back some of the return. This is then gradually applied to the investment and can be used to cushion the fall in periods of poorer investment returns.
 

Charting a steady path through increasingly uncertain times

Wesleyan has partnered with the lang cat to launch a new whitepaper, investigating smoothed funds and their relevance in today’s uncertain times.
The insight for the report incorporates data from recent adviser surveys and an industry roundtable. These examined what smoothed funds look like today and how they can benefit client’s investment journeys, particularly at times of increased volatility.

Download the report

Smoother Retirement: A Modern Perspective on With Profits Funds

Produced in partnership with Defaqto, this new case study provides a unique insight into smoothed managed funds and how they can be used to provide a stable income through retirement.
It's an essential read for any Financial Adviser, Pension Consultant or Investment Manager looking to support the long-term retirement goals of clients.

Download the case study

About Wesleyan

Placed to serve advisers’ needs

We are proud of our mutuality and our strong investment heritage and track record. Our past is built on deeply felt principles and a way of doing business that has always put values and long-term outcomes ahead of short-term gain.
Recently, we have expanded into the intermediary sector, making our flagship smoothed With Profits Fund available to Financial Advisers via independent platforms.

Get In Touch

We have a UK-wide dedicated Intermediary team here to help. For more information about the award-winning Wesleyan With Profits Growth Fund, contact us today by emailing [email protected]. Or use our Contact Us form.

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