Underlying fund changes

Our in-house fund management team actively manage all our funds. From time to time, our Fund Managers may change the underlying funds we invest in, with the aim of achieving the best possible long-term performance and to maximise the investment returns for everyone who invests with us.

The table below shows changes that have been made to Wesleyan funds since launch.

Fund Name
Current Holding Name
Current Holding Start Date
Previous Holding Name
Previous Holding Start/End Date
Medical Sickness Society Managed Life and Pension Fund

Threadneedle American Equity fund

Invesco US Equity fund

06/10/2021


01/07/1993

Wesleyan Japanese Shares Life and Pension (s1 &2) Fund*

Legg Mason IF Japan Equity X

GLG Japan Core Alpa

14/06/2021


01/12/2011

Wesleyan Asia (ex Japan) Shares Life and Pension (s1 &2) Fund*

Baillie Gifford Pacific Fund

Schroder Asian Alpha Plus

12/12/2019


03/12/2015

Aberdeen Asia Pacific
09/12/2011 to 13/02/2019
Wesleyan UK Shares Higher Risk Life and Pension (s1 &2) Fund*
Slater Growth B Acc in GB
18/11/2019
Standard Life Investments UK Equity Unconstrained Fund
02/12/2011 to 10/01/2020
Wesleyan Ethical Shares Life and Pension (s1 &2) Fund
Liontrust UK Ethical
07/08/2019
Aegon Kames Ethical Equity B Acc
05/12/2011 to 20/08/2019
Wesleyan Corporate Bond Life and Pension (s1 &2) Fund*
Rathbone Ethical Bond
15/03/2019
Invesco Perpetual Corporate Bond
09/12/2011 to 15/03/2019
Wesleyan Emerging Market Shares Life and Pension (s1 &2) Fund*

Baillie Gifford Emerging Market Growth Fund

Invesco Emerging Countries Fund

12/02/2019


17/01/2017

Aberdeen Emerging Market Equity Fund
09/12/2011 to 12/02/2019
Wesleyan European Shares Life and Pension (s1 &2) Fund*

Miton European Opportunities Fund

Schroder European Alpha Income

14/03/2018


03/12/2015

Janus Henderson European Growth I Acc

Janus Henderson European Selected Opportunities I Acc

01/12/2011 to 15/01/2015

14/01/2015 to 14/08/2018

Wesleyan UK Smaller Companies Life and Pension (s1 &2) Fund*
River & Mercantile UK Equity Smaller Companies Fund
13/02/2015
Ninety One UK Smaller Companies I Inc
12/12/2011 to 19/01/2015
Wesleyan UK Shares Life and Pension (s1 &2) Fund*
Threadneedle UK Equity Income Fund
03/04/2014
Invesco UK Equity High Income (UK) No Trail Acc
06/12/2011 to
09/04/2014

*These funds are also invested in the Wesleyan Higher Risk Reward and Moderate - High Risk Reward Life and Pension (s1 & 2) Funds.