Important Information about Wesleyan's investment funds, and associated charges.
How do Wesleyan's unit-linked funds work?
For further information on how our unit-linked funds work and how we manage your money, please download 'How our Unit-linked Funds work'. We also have a more detailed guide about how we run our unit-linked funds called the Unit-Linked Business Principles and Practices Manual.
Where can I find costs and charges for Wesleyan's Unit Trust's
Information about the current entry charge and ongoing charges can be found in the Key Investor Information Documents for each fund.
We have also published additional information on our costs and charges for Wesleyan's Unit Trusts.
Are there other factors I need to consider when viewing fund prices for the With Profits Fund?
Yes, units in the With Profits Fund may be subject to a Market Value Reduction (MVR) in certain circumstances. Also a final bonus may be added to the number of units held. Please refer to your Policy or Plan Document and most recent Statement for more information.
Best Execution Policy
Best execution refers to the requirement for investment firms to take all reasonable steps to obtain the best possible result for customers when making investment trades on their behalf. A version of Wesleyan's Best Execution Policy is available to download here.