|
Wesleyan’s With Profits Growth Fund
Wesleyan, a financially strong mutual with a history of over 182 years, has developed the first smoothed UK With Profits fund to sit on multiple independent wrap platforms, making it easy for advisers to access and combine into a client’s investment portfolio.
The actively managed Wesleyan With Profits Growth Fund, invests in UK and international equities, government and corporate bonds, property, cash and more. The fund’s unique smoothing mechanism means volatility is extremely low.
As of 31 December 2023, the fund has a FE fundinfo Risk Score of just 9 out of 100, and it has been consistently below 15 for the past 3 years. This is extremely low when compared to its sector benchmarks. For example, the FE fundinfo risk score for the ‘ABI Mixed Investment 40-85% Shares GTR in GB’ sector has tracked between 50 and 70 over the same period. (source: FE fundinfo).
Despite this low volatility, the fund has delivered cumulative investment returns of 70.39% over the last 10 years to 31 December 2023, compared to 63.46% for the ‘ABI Mixed Investment 40-85% Shares GTR in GB’ sector benchmark (source FE fund info).
This performance illustrates how smoothed funds can be an effective way for investors who have become more risk averse in recent years to dip a toe back into equity markets and could be your cue to re-evaluate your clients’ investment strategies.
To discover more about Wesleyan’s fund visit wesleyan.co.uk/intermediaries.co.uk, get in touch at [email protected] or connect on Linked In.
For professional UK advisers only
Past performance is not a reliable guide to future performance and the value of investments can go down as well as up, so clients could get back less than invested
|
