Discretionary Fund Managers

Helping advisers access smoothing and growth via Model Portfolio Service solutions.

For professional adviser use only.

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On this page

  • Our partners
  • Key fund features
  • Resources
  • Expert perspectives
    • Professional man sitting with woman in office

    Bringing smoothing to MPS solutions

    We’ve partnered with Discretionary Fund Managers (DFMs) to make our smoothed With Profits Growth Fund available within their Model Portfolio Service (MPS) solutions.

    This means advisers can now offer clients the benefits of reduced volatility and long-term growth potential within a managed portfolio structure.

    The value of investments and any income can go down as well as up. Investors may get back less than they invest.

    Who we’re working with

    We’re proud to partner with respected DFMs to broaden access to our fund.

    Elston Consulting

    Elston’s smoothed MPS combines a core allocation to the Wesleyan smoothed With Profits Growth Fund with selective equity, bond, and alternative funds.
    Explore Elston’s fund portfolio

    Copia Capital

    The new range has been designed to help manage short-term market volatility while maintaining the potential for long-term outperformance.
    Explore Copia Select Smoothed

    The smoothed With Profits Growth Fund at a glance

    Our fund uses a smoothing mechanism to help reduce the impact of short-term market fluctuations. This gives clients a more stable investment experience while aiming for long-term growth.

    Key features:

    • Smoothing to manage volatility
    • Long-term growth potential
    • Backed by our proven investment expertise
    Professional man sitting at desk in office using ipad

    Supporting your conversations

    You can access a range of resources to help you explain the benefits of smoothing and our DFM partnerships.

    • Helping clients stay invested against market volatility
    • Due Diligence document for With Profits Growth Fund
    • Annual Report and Accounts 2024
    Access all resources

    Expert perspectives

    Martin Lawrence in office with map on the wall
    08 July 2026

        4 min

    July monthly investment update - Reflections on June 2026

    The month of June will long be remembered as historical for many reasons. None more so, than for the month in which the US and Iran signed (what is hoped) will be a significant agreement to mark the end of the four-month war in the Middle East.

    Financial planning Investments
    03 July 2026

        3 min

    Wesleyan launches two new With Profits Funds

    Discover Wesleyan’s expanded With Profits range, now with Cautious and Adventurous Funds. Designed to help advisers match smoothing benefits to client needs.

    Financial planning Investments
    Professional woman and man sat in office room concentration on a piece of paper
    23 June 2026

        4 min

    June monthly market update - Reflections on May 2026

    Higher energy prices are fuelling inflation concerns, weighing on growth and creating fresh challenges for policymakers across the world’s major economies.

    Financial planning Investments

    Get in touch

    Speak to our Adviser Support Team for more details on accessing our fund through DFMs.

    Get in touch

    Get in touch

    Discover more about Wesleyan’s Smoothed With Profits Growth Fund as part of an MPS.

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