Do you have surplus cash in your business bank account?
Money that sits in your business bank account is hard earned. But in times of high inflation, the buying power of your money is likely to be eroded over time.
Investing in the Unit Trust Investment Account from Wesleyan Unit Trust Managers (WUTM) could give you the chance to grow your money, and beat the effects of inflation.
- Take your pick from six risk-rated investment funds, and swap at any time
- Invest as much as you like, with no maximum limit
- Let award-winning Fund Managers manage your investment
- Withdraw money at any time, with no exit fees
- Open to UK businesses, charities, partnerships, trusts and societies
Dealing costs and ongoing charges will apply. An initial advice fee of 3% will apply when you take advice from a Specialist Financial Adviser from Wesleyan Financial Services.
Keep in mind that the value of your investments can go down as well as up, and you may get back less than you put in.
Making your money work harder
Investment Team of the Year 2023After winning Responsible Investor of the Year at the Insurance Asset Risk Awards 2022, Wesleyan's investment team was named Investment Team of the Year in 2023. When you invest with WUTM, you can be confident your money is managed by the same safe hands.
A choice of funds
Risk Averse Fund
Low Risk/Reward Growth Fund
Moderate Risk/Reward Growth Fund
Moderate-High Risk/Reward Income Fund
UK Growth Fund
International Growth Fund
Call us on 0330 123 3813 to check values, switch between funds or arrange a withdrawal.
Lines are open Monday to Friday, 9am - 5pm.
There is an initial advice charge of 3% of your contribution or transfer in. WUTM will collect this charge on behalf of Wesleyan Financial Services (WFS) and pay it to them.
There are also some management and dealing costs to pay. These costs are shown as Ongoing Charge Figures (OCFs). The latest OCFs for each fund can be found in the Key Investor Information Documents above.
If you are opted in for the Ongoing Advice Service (OAS) provided by Wesleyan Financial Services, please note an additional 0.5% will be added to the OCF charge.
Tax rules summary
Taxation will vary depending on your circumstances and business structure. Your Specialist Financial Adviser from Wesleyan Financial Services can guide you on any tax implications for your business.
Before you apply to open a Unit Trust Investment Account, please read the following documents:
Please also read the latest Key Investor Information Document (KIIDs) for any fund(s) you’re considering investing in. These can be found above.
If you are already investing with us and have opted into the Ongoing Advice Service (OAS), the appropriate 'B' unit class KIIDs are available through the WUTM Investor Portal.