03 July 2026
|3 minutes
Wesleyan launches two new With Profits Funds
Introducing two new With Profits Funds
Wesleyan Assurance Society has expanded its With Profits Fund range with two new options designed to give advisers greater flexibility when building smoothed investment strategies for their clients.
The new With Profits Cautious Fund and With Profits Adventurous Fund broaden the choice of risk‑rated solutions making it easier to match smoothing benefits to a wider variety of client goals and circumstances.
Sitting alongside the With Profits Growth Fund, the new additions use a smoothing approach to help manage day-to-day market volatility and support more consistent long‑term outcomes.
What’s new?
The expanded range gives advisers three options with different risk profiles when incorporating smoothed funds into diversified portfolios.
The Cautious Fund is aimed at clients seeking lower volatility, while the Adventurous Fund is for those pursuing higher long-term growth.
This enables advisers to recommend a broader range of risk rated With Profits Funds, helping to better align smoothing investment solutions to each client.
| Fund | Risk level* | Position |
|---|---|---|
| With Profits Cautious | 2/7 | Lower volatility, capital preservation focus |
| With Profits Growth | 3/7 | Balanced growth and risk control |
| With Profits Adventurous | 4/7 | Higher growth potential, greater volatility |
* Summary risk indicator
What are the key benefits for clients?
The availability of a broader range of With Profits Solutions can help advisers to better match the risk appetite and life stage of their clients.
The inbuilt smoothing function helps to cushion short-term market movements. Having three funds offering differing levels of risk will also enable clients to adjust their risk levels without having to leave the benefits of the With Profits model.
Together, these benefits can be used to sustain a long-term investment strategy which is designed to grow with the client.
A more flexible solution
Wesleyan’s With Profits Funds are no longer a one‑size‑fits‑all proposition. The expanded range gives advisers greater flexibility to tailor smoothed investment strategies to each client’s circumstances, risk appetite and life stage.
With three distinct risk profiles, advisers can adjust a client’s exposure to market volatility while keeping them within the same smoothing framework, to support continuity and long‑term planning.
This added flexibility means advisers can respond more effectively to changing market conditions or evolving client needs.
Whether a client is seeking stability, balanced growth or higher long‑term potential, the enhanced With Profits range provides a more adaptable set of tools to help shape resilient investment journeys.
Explore the With Profits range.