A choice of up to 14 funds
If you're looking to open a Wesleyan Personal Pension Plan, these are the funds you can invest in. You can choose up to 12, with the option to switch funds up to 12 times in any annual period. Read more about the available funds and their individual risk ratings below:
The Wesleyan Asia (ex-Japan) Shares Pension Fund seeks to provide capital growth over the medium to long term by investing predominantly in externally managed funds specialising in investment in Asian (ex-Japan) shares. The Fund aims to invest in one or more external funds that are most likely to deliver consistent performance over longer periods.
Fund risk rating - 5 (Higher risk/reward)
The Wesleyan Corporate Bond Pension Fund seeks to provide capital growth over the medium to long term by investing predominantly in externally managed funds specialising in corporate bonds. The Fund aims to invest in one or more external funds that are most likely to deliver consistent performance over longer periods.
Risk rating - 2 (Low risk/reward)
The Wesleyan Ethical Shares Pension Fund seeks to provide capital growth over the medium to long term by investing predominantly in externally managed funds specialising in ethical investment in shares. The Fund aims to invest in one or more external funds that are most likely to deliver consistent performance over longer periods.
Risk rating - 5 (Higher risk / reward)
The Wesleyan European Shares Fund aims to invest in one or more external funds that are most likely to deliver consistent performance over longer periods. The Fund seeks to provide capital growth over the medium to long term by investing predominantly in externally managed funds specialising in European (excluding UK) shares.
Risk rating - 5 (Higher risk / reward)
The Wesleyan Government Bond Pension Fund aims to invest in one or more external funds that are most likely to deliver consistent performance over longer periods. The Fund seeks to provide capital growth over the medium to long term by investing predominantly in externally managed funds specialising in government bonds.
Risk rating - 1 (Risk averse)
The Wesleyan Higher Risk/Reward Pension Fund aims to provide capital growth over a medium to long-term period by investing in UK and International shares, fixed interest stocks, property, cash and other related investments. This exposure will be achieved by investing in a range of other internal Wesleyan funds which may be invested in a range of externally managed funds.
Risk rating - 5 (Higher risk / reward)
The Wesleyan Japanese Shares Pension Fund seeks to provide capital growth over the medium to long term by investing predominantly in externally managed funds specialising in Japanese shares. The Fund aims to invest in one or more external funds that are most likely to deliver consistent performance over longer periods.
Risk rating - 5 (Higher risk / reward)
The Wesleyan Low Risk/Reward Pension Fund aims to provide capital growth over a medium to long-term period by investing in UK and International shares, fixed interest stocks, property, cash and other related investments.
Risk rating - 2 (Low risk / reward)
The Wesleyan Pension Managed Fund aims to provide capital growth over a medium to long term-period by investing in UK and International shares, fixed interest stocks, property, cash and other related investments.
Risk rating - 4 (Moderate - high risk / reward)
The Wesleyan Moderate-High Risk/Reward Pension Fund aims to provide capital growth over a medium to long-term period by investing in UK and International shares, fixed interest stocks, property, cash and other related investments. This exposure will be achieved by investing in a range of other internal Wesleyan funds which may be invested in a range of externally managed funds.
Risk rating - 4 (Moderate - high risk / reward)
The Wesleyan North American Shares Pension Fund seeks to provide capital growth over the medium to long term by investing predominantly in externally managed funds specialising in investment in North American shares. The Fund aims to invest in one or more external funds that are most likely to deliver consistent performance over longer periods.
Risk rating - 5 (Higher risk / reward)
The Wesleyan Risk Averse Pension Fund aims to provide a short term home for your investment when you consider some or all of all money should be held in non-share linked investments. The fund seeks to achieve a high level of security by investing in bank deposits and other money market instruments. The value of capital may be reduced when interest rates are low, as it is possible for fund management charges to outweigh interest returns.
Risk rating - 1 (Risk averse)
The Wesleyan UK Shares Pension Fund seeks to provide capital growth over the medium to long term by investing predominantly in externally managed funds specialising in investment in UK shares. The Fund aims to invest in one or more external funds that are most likely to deliver consistent performance over longer periods.
Risk rating - 5 (Higher risk / reward)
The With Profits Pension Fund aims to provide capital growth over a medium to long-term period by investing in UK and International shares, fixed interest stocks, property, cash and other related investments. The fund aims to avoid sharp rises and falls by “smoothing” the return on your investment over the period of the plan.
Risk rating - 3 (Moderate risk / reward)
Fund prices and performance
For more information on these funds, including prices, Key Information Documents, performance charts and fund manager details, please visit our fund prices centre.
To find a particular fund, simply search for it by name using the search box.