When it comes to returns, the performance of Wesleyan’s With Profits Growth Fund Series A is supported by a high proportion of investments in real assets, which comprise approximately three-quarters of the fund’s underlying investments. This has contributed to a cumulative return of 88% over the last decade*. The fund is actively managed by Wesleyan’s award-winning Investments team, who focus on delivering capital growth without the pressure to deliver short-term gains.
A powerful tool
Importantly, the fact that Wesleyan’s smoothed With Profits Fund is available on platform means it is perfectly placed to enable this approach and can be included in both ISAs and SIPPs.
As advisers prepare to support clients through what may be more choppy markets ahead, having this easy-to-access and powerful investment option on side will deliver all-important agility – while still supporting clients’ goals.
For more information on Wesleyan’s smoothed With Profits Fund visit www.wesleyan.co.uk/intermediaries or connect with Wesleyan for Intermediaries on LinkedIn.
Please note that past performance is not a reliable guide to future performance and the value of investments, and any income, can go down as well as up, so you could get back less than you invested.
*Cumulative performance over 10 years of the Wesleyan With Profits Growth Fund Series A as at 31/01/2023.
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