Daily pricing. Daily trading. Daily smoothing.
Copia's new range features the Wesleyan Smoothed With Profits Growth Fund. It has been designed to help manage short‑term market volatility while maintaining the potential for long‑term performance.
- Stability - Smoothing aims to provide growth over the long term, while reducing the impact of day-to-day market fluctuations.
- Growth - A track record of delivering consistent returns.
- Convenience - Now available and integrated into Copia’s Smoothed Managed Portfolios.
"Each of the five risk-rated portfolios includes a 30% allocation to Wesleyan’s smoothed With Profits Fund. The remaining allocation is invested across a diversified mix of assets, selected and overseen by Senior Portfolio Manager at Copia, Pete Wasko, and a wider team of investment experts." - Copia
What makes Copia Select Smoothed different?
- Daily liquidity - Fully liquid portfolios with daily dealing and no lag after disinvestment.
- Transparent pricing - Total cost (including OCF and DFM fee) is just 0.55%.
- Platform availability - Wealthtime, SS&C Hubwise, Aberdeen, and Nucleus, with more coming in 2026.
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