Wesleyan’s With Profits Growth Fund, now available from Elston portfolios
Now you can confidently invest for your clients through market cycles, thanks to the smoothed Wesleyan With Profits Growth Fund. Integrated into Elston’s Smoothed MPS, it offers a disciplined approach to long-term returns with reduced volatility.
Why choose Wesleyan's smoothed With Profits Growth Fund?
- 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 Elston’s Smoothed MPS.
What makes this unique?
Elston’s Smoothed MPS combines a core allocation to the Wesleyan smoothed With Profits Growth Fund with selective equity, bond, and alternative funds.
There are three risk profiles based on look-through equity allocation ranges: 35% equity, 60% equity and 85% equity.
The investment management fee is 0.15% and the underlying OCF is 0.40%-0.46% depending on risk profile.
The portfolios have been designed by Elston Consulting and are manufactured and managed by Elston Portfolio Management. The Elston Smoothed MPS can be made available on Aberdeen, Hubwise, Wealthtime and Nucleus platforms.
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Investment Specialist from Wesleyan Assurance Society
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