3 year anniversary of With Profits Growth Fund on platform

Introduction

Wesleyan has a strong track record of managing a With Profits fund spanning back over the past century.

3 years ago, we set out to make our mark in the modern adviser world. We achieved an industry first by bringing our flagship With Profits Fund to independent platforms through technical innovation, creating a unique smoothing mechanism that enables the fund to operate in a similar way to other platform funds.

Three independent platforms

Being on platforms make our With Profits Growth Fund is easy to access as a stand-alone investment or as part of a blended portfolio.

It is flexible enough to be platform agnostic and as such is available on 3 independent platforms; abrdn Wrap, Nucleus and Wealthtime, with more due to follow. These platforms provide the service and the product wrappers (ISA, JISA and SIPP).

Fund performance

Since the With Profits Growth Fund launched 3 years ago, it has performed in line with its sector benchmarks, and the impact of the smoothing mechanism protecting investors from day-to-day market volatility is clear.

The returns performance and volatility indicator charts below, looking back over the past 3 years, are evidence of how the fund has performed against sector benchmarks over the time.

Returns performance – Past 3 years

Volatility indicator– Past 3 years

Award-winning proposition

Earlier this year, the proposition was awarded 'Financial Sector Innovation of the Year' at the FS Tech Awards. This recognised the uniqueness of bringing a smoothed With Profits Growth Fund to independent adviser platforms: the first multi-platform smoothed investment solution in the market.

If you’d like to understand the fund in more detail, we have a UK-wide team ready to support you.