Investing with Wesleyan

When you invest with Wesleyan Group, you’re investing in funds expertly run by experienced and award-winning fund managers. Find out more about investing with Wesleyan, below.

Reasons to invest

Our approach to investing

What makes us different when it comes to investing your money? Read about our approach to investments and the values that mean our customers always come first.

Sustainable investing

Sustainability is at the forefront of our investment strategy, actively seeking to invest in companies that play their part in reducing their impact on the planet and its people.

Martin Lawrence

Our investments team

Meet the award-winning team responsible for investing your money. Led by our Director of Investments, Martin Lawrence, our highly experienced fund managers are committed to getting the best possible long-term returns on your investment.

Our property portfolio

Find out about our commercial property portfolio, which makes up around 10% of the With Profits Fund.

Investment Team of the Year award 2023

Investment Team of the Year 2023

After winning Responsible Investor of the Year at the Insurance Asset Risk Awards 2022, our investments team was named Investment Team of the Year in 2023. When you invest with Wesleyan, you can be confident your money is in safe hands.

Wesleyan’s pedigree

For over 180 years our financial strength and risk-averse culture has underpinned a focus on delivering strong investment returns over the long term.

About us

Find out more about Wesleyan, our mutuality, and the community-driven work of the Wesleyan Foundation. Here you can discover aspects of the business you may not be aware of.

Our history

From 1841 onwards, see how Wesleyan grew from humble beginnings during the industrial revolution, to where we are today.

Our financial strength

Find out how we've remained financially strong in challenging times, through longstanding resilience and our status as a mutual.

Ways to invest

Wesleyan Group's investment products give you a number of ways in which to invest. Choose one that’s suited to your financial goals.

ISAs (Individual Savings Accounts)

Our range of stocks and shares ISAs offers a choice of how to invest your money. Whether for your own long-term financial goals, or your child’s future, see if there’s an ISA for you.

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With Profits Fund

Find out more about our flagship fund. With a smoothing mechanism and potential bonuses, it holds more than £3bn worth of customers’ investments.

Unit trusts

With three ways to invest from Wesleyan Unit Trust Managers (WUTM), see if there’s a unit trust that suits your needs.

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Investment plans

Invest in a Capital Investment Bond or a Flexible Savings Plan, fully managed by our award-winning investments team.

Further investment information

Protecting you online

Find out how Wesleyan protects you when managing your investments online. Using the latest security standards and best practice, we keep you secure in all your digital dealings with us.

Investment guides

Not sure how to invest your money? Our collection of guides gives you the lowdown on getting started, the options available, investing for children and much more.

Fund prices and performance

View the latest unit fund prices, performance charts, and factsheets, along with other key information to help you decide where to invest your money.

Investments calculator

See how much your investment could be worth with our easy-to-use investment calculator. Whether a lump sum, or regular payments, the calculator will show your potential returns over time.

Stocks and shares ISA calculator

Find out how much your money could potentially grow by if you invest in our With Profits stocks and shares ISA. Simple to use, it’ll even show results based on different market conditions.