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WUTM – Annual Assessment of Value Report

Keeping you informed

Wesleyan Unit Trust Managers (WUTM) - Annual Assessment of Value Report

Like other fund managers, WUTM is required to complete an Annual Assessment of Value Report across its investment funds and share classes.

The aim of the report is to provide you with clear, easy to understand information on how we have measured and assessed value for money with regards to our charges and services.

In this, our first edition, we report from the period up to 30 June 2020, which means we have included performance figures that have suffered in the short term as a result of the market volatility associated with COVID-19.

At WUTM, we apply a 'long-term investment' strategy. During periods of market volatility, our Fund Managers look for investment opportunities to help our funds along the road to long-term growth. Our funds have been designed for customers who are prepared to invest their money for a minimum of five years.

We firmly believe in our fund management strategy and will continue to steer the funds through these challenging times, whilst focusing on finding opportunities in the market and managing your money wisely.

If you have any questions about the report, please contact the Customer Relationship Centre on 0330 123 3813. Lines are open from 9am to 5pm Monday to Friday. Or, you may want to discuss the report, or your investments, in more detail. To do this, you can either contact your Wesleyan Financial Services Consultant direct, or complete the contact form and someone will be in touch with you to make an appointment.

Please note that past performance is not a reliable guide to future performance and the value of your investment, and any income, can go down as well as up so you could get back less than you invested.

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