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
|
|---|---|---|---|---|
|
Wesleyan Asia (ex Japan) Shares Life and Pension (s1 &2) Fund*
|
Baillie Gifford Pacific Fund Schroder Asian Alpha Plus Invesco Global Emerging Markets Fund |
12/12/2019 03/12/2015 15/11/2023 |
Aberdeen Asia Pacific
|
09/12/2011 to 13/02/2019
|
|
Wesleyan UK Shares Life and Pension (s1 &2) Fund*
|
Threadneedle UK Equity Income Fund
River & Mercantile UK Equity Smaller Companies Fund |
03/04/2014
14/11/2023
|
Invesco UK Equity High Income (UK) No Trail Acc
|
06/12/2011 to
09/04/2014
|
|
Wesleyan European Shares Life and Pension (s1 &2) Fund* |
Miton European Opportunities Fund JPM Europe Dynamic Ex UK Fund |
14/03/2018
|
Janus Henderson European Growth I Acc Fund Janus Henderson European Selected Opportunities I Acc Fund Schroder European Alpha Income Fund |
01/12/2011 to 15/01/2015 14/01/2015 to 14/08/2018 03/12/2015 to 28/07/2022 |
|
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
|
|
|
|
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
|
*These funds are also invested in the Wesleyan Higher Risk Reward and Moderate - High Risk Reward Life and Pension (s1 & 2) Funds.