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WesInvest funds

A select range of funds, handpicked and monitored by us for you.
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Expertly chosen for you

Instead of overwhelming you with hundreds of options, our team have done the hard work for you – by filtering, selecting, and continuously reviewing a streamlined range of products.

So, whether you’re looking for simplicity, growth, or socially responsible choices, we have a carefully curated range of funds to match your goals.

We do the research, so you don’t have to

With so many funds and investment options to choose from, finding the right place to invest can feel like searching for a needle in a haystack. That's why we do things differently.

We look at risk levels, consistent performance and value – regularly adjusting the funds we offer, so you can invest with confidence, knowing we’re keeping a close eye on your money.

The Specialist Financial Advisers at Wesleyan Financial Services have access to a team who research, select and govern a refined range of funds on your behalf.

Remember the value of investments and any income can go down as well as up, so you could get back less than you invest.

Investment styles to match your values

Active management

Put the pros to work. These funds are actively run by expert managers who hand-select individual investments, aiming to outperform the market.

Passive tracking

Let the market do the work. A cost-effective approach designed to simply track the performance of a specific market or index. 

Smoothing

Smoothing is a key feature of With Profits Funds - simply put, it's a mechanism to reduce the effects of short term fluctuations.

Ethical and ESG

Invest in a better tomorrow. Funds specifically selected to support environmental, social, and governance (ESG) progress, or enforce strict ethical exclusions. 

Get investment advice

Kick start your investment journey with expert advice from Wesleyan Financial Services to match the right funds to your financial goals. Charges may apply.

Book an appointment

Explore funds through expert advice

Access a range of investment funds through expert financial advice. Your adviser will recommend suitable funds and create a portfolio tailored to your goals, attitude to risk and investment needs.

You can explore the funds available through the advised investment service below.

Existing investments customer?

You can track the performance of your existing investment portfolio via MyWesleyan.