bing

WUTM Investor Portal

Wesleyan Unit Trust Manager's (WUTM) range of products enable you to invest in professionally managed unit trust funds.

Before you get going, have a look at our Guide to Investing in Unit Trusts, as it contains some useful information you may want to consider when investing your money with us.

Apply Online now

Why invest with us?

  • - Simple products to suit your needs: We offer a range of products including Individual Savings Account (ISA), Investment Account and Junior ISA
  • - Invest with confidence: Access the investment expertise of our Award-winning Fund Management Team
  • - Leave the hard work to us: We pick across a range of securities and asset classes, so you don't have to
  • - An easy way to invest: our expertly selected range of risk rated funds make it easy to pick a fund that suits your personal circumstances
  • - Stay on track: view your portfolio online any time that suits you
  • - Get support when you need it: from our UK-based customer service team
Apply Online now

Please remember the value of investments and any income can go down as well as up and you may get back less than you invest.

Our online service is designed for investors who are happy making their own investment decisions. If you're unsure if an investment is right for you, please seek advice from a Wesleyan Financial Services Consultant.

Before you invest online, please make sure that you have read the Key Feature's Document and Terms and Conditions relating to your chosen product as well as any fund specific Key Investor Information Documents.

Unit Trust Investment Account

This is an investment product for people who want to invest a one off or regular amount in our range of Unit Trust Funds outside of a tax-efficient ISA wrapper, perhaps because they have used up their ISA allowance.

Maximum investment: There is no maximum limit on the size of the investment that you make to the product, and you can add to your investment at any time.

Withdrawals: You can withdraw your investment, either by means of regular withdrawals, or on a one-off basis at any time.

Tax: Investments in the Unit Trust Investment Account may be subject to Capital Gains Tax when money is taken out (including to pay for the costs of advice), and to income tax on any interest or dividends distributed by the funds.

Built-in auto-ISA subscription facility: Helping you to maximise your ISA allowance each tax year.

The Investment Account has a built-in auto-ISA facility, which will automatically transfer the maximum allowance from your Investment Account to your ISA each year.

In order to opt in or out of this facility, please give us a call on 0330 123 3813 (Monday to Friday 9am-5pm).

Charges: If you decide to invest without taking advice such as online, there will be no initial product charge but dealing costs do still apply. If you invest with advice from a Wesleyan Financial Services Consultant, in addition to the dealing costs we may collect an Initial Advice Charge on behalf of Wesleyan Financial Services (WFS) and pay it to them.

Ongoing charges are payable and these are shown as an Ongoing Charge Figure (OCF). This will vary by fund, by unit class and over time. The latest figures can be found in the fund Key Investor Information Documents (KIIDs).

If you are not opted in to the Ongoing Advice Service (OAS) provided by WFS then the 'X' unit class version of the KIIDs are appropriate for you.

If you have opted in to the OAS the 'B' unit class version will be appropriate for you. The cost of the OAS is 0.5% p.a. and is included in the overall OCF charge.

You can opt out of the OAS charge anytime. Simply call us on 0330 123 3813 Monday to Friday 9am-5pm or contact your Financial Consultant to discuss your options.

Unit Trust ISA
This is a Stocks and Shares ISA that allows you to access our Unit Trust Fund range in a tax-efficient environment.

There is no personal liability to pay tax on income or capital gains in the ISA and you don’t need to declare the income or gains on your tax return.

Maximum investment: For the 2020/21 tax year, the allowance for ISAs is £20,000. You can put up to this amount into a Cash ISA, Stocks and Shares ISA, Lifetime ISA or Innovative Finance ISA, or a combination of all four.

Each individual has an ISA allowance, so if you are married or in a civil partnership, both you and your partner can make use of this tax-efficient way of investing. An individual cannot invest into two of the same type of ISA in the same tax year.

Withdrawals: You are able to withdraw your investment, either by means of regular withdrawals, or on a one-off basis at any time.

Tax: Using your tax-free ISA allowance is a must when investing to prevent tax from unnecessarily eating in to your potential returns.

Charges: If you decide to invest without taking advice such as online, there will be no initial product charge to pay but dealing costs do still apply. If you invest with advice from a Wesleyan Financial Services Consultant, in addition to the dealing costs we may collect an Initial Advice Charge on behalf of Wesleyan Financial Services (WFS) and pay it to them.

Ongoing charges are payable and these are shown as an Ongoing Charge Figure (OCF). This will vary by fund, by unit class and over time. The latest figures can be found in the fund Key Investor Information Documents (KIIDs).

If you are not opted in to the Ongoing Advice Service (OAS) provided by WFS then the 'X' unit class version of the KIIDs are appropriate for you.

If you have opted in to the OAS the 'B' unit class version will be appropriate for you. The cost of the OAS is 0.5% p.a. and is included in the overall OCF charge.

You can opt out of the OAS charge anytime. Simply call us on 0330 123 3813 Monday to Friday 9am-5pm or contact your Financial Consultant to discuss your options.
Unit Trust Junior ISA

This is a version of the ISA designed for savings on behalf of children up to the age of 18.

Maximum investment: Anyone can contribute to the Unit Trust Junior ISA, up to an annual limit of £9,000 for the 2020/21 tax year.

Withdrawals: Junior ISA rules do not allow withdrawals until the child reaches 18, although it is possible to transfer from the Unit Trust JISA to another provider.

Tax: Using the tax-free Junior ISA allowance is a useful way of preventing tax from unnecessarily eating in to the potential returns of your child's funds.

Charges: If you decide to invest without taking advice such as online, there will be no initial product charge to pay but dealing costs do still apply. If you invest with advice from a Wesleyan Financial Services Consultant, in addition to the dealing costs we may collect an Initial Advice Charge on behalf of Wesleyan Financial Services (WFS) and pay it to them.

Ongoing charges are payable and these are shown as an Ongoing Charge Figure (OCF). This will vary by fund, by unit class and over time. The latest figures can be found in the fund Key Investor Information Documents (KIIDs).

If you are not opted in to the Ongoing Advice Service (OAS) provided by WFS then the 'X' unit class version of the KIIDs are appropriate for you.

If you have opted in to the OAS the 'B' unit class version will be appropriate for you. The cost of the OAS is 0.5% p.a. and is included in the overall OCF charge.

You can opt out of the OAS charge anytime. Simply call us on 0330 123 3813 Monday to Friday 9am-5pm or contact your Financial Consultant to discuss your options.

You can view an existing Unit Trust Junior ISA online. However, the product cannot be purchased online.

If you'd like to discuss the Junior ISA, please call us on 0330 123 3813 (Monday to Friday 9am - 5pm).

Important documents

Important documents

We provide Key Feature's Documents (KFDs) to help you decide if our products are right for you.

If you're considering investing in our products online, we recommend that you first read the associated KFD for that product.


If you choose to invest with us, please read the latest Key Investor Information Document (KIIDs) relating to your chosen fund(s)*:


*If you are opted in to the Ongoing Advice Service (OAS) provided by WFS, the 'B' unit class KIIDs will be made available to you through the WUTM Investor Portal or you can access all the Unit Trust KIIDs here.

Important information for you to read

Charges: If you decide to invest without taking advice such as online, there will be no initial product charge to pay but dealing costs do still apply. If you invest with advice from a Wesleyan Financial Services Consultant, in addition to the dealing costs we may collect an Initial Advice Charge on behalf of Wesleyan Financial Services (WFS) and pay it to them.

Ongoing charges are payable and these are shown as an Ongoing Charge Figure (OCF). This will vary by fund, by unit class and over time. The latest figures can be found in the fund Key Investor Information Documents (KIIDs).

If you are not opted in to the Ongoing Advice Service (OAS) provided by WFS then the 'X' unit class version of the KIIDs are appropriate for you.

If you have opted in to the OAS the 'B' unit class version will be appropriate for you. The cost of the OAS is 0.5% p.a. and is included in the overall OCF charge.

You can opt out of the OAS charge anytime. Simply call us on 0330 123 3813 Monday to Friday 9am - 5pm or contact your Financial Consultant to discuss your options.

'WESLEYAN’ is a trading name of the Wesleyan Group of companies.

Wesleyan Assurance Society and Wesleyan Bank Ltd are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd, Wesleyan Unit Trust Managers Ltd, Practice Plan Ltd and DPAS Ltd are authorised and regulated by the Financial Conduct Authority.  Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd.

Click for more information about the Wesleyan group of companies.

© 2020 Wesleyan Assurance Society