With Profits ISA
A stocks and shares ISA which allows you to invest up to £20,000 per tax year in the With Profits Fund.
The With Profits Fund underpins many of Wesleyan’s plans and policies. It aims to provide steady investment growth by spreading money across various asset classes, and by ‘smoothing’ returns to help mitigate market volatility.
The fund also aims to deliver regular and final bonuses - allowing you to take your share of Wesleyan’s business profits.
Bear in mind the value of investments and any income can go down as well as up. You may get back less than you invested.
The With Profits Fund aims to provide capital growth over a medium to long-term period by investing in UK and International shares, fixed-interest stocks, property, cash and other related investments.
You can see an exact breakdown of the assets held within the fund by downloading the fund factsheets from our Fund Prices page.
The fund is run by Marc O’Sullivan. Marc joined Wesleyan in 2003 as an Investment Analyst and has been a Fund Manager since 2012.
Marc is backed in the running of the fund by an award-winning investment team of Fund Managers and Analysts.
All insurance companies issuing With Profits policies are required to establish and maintain their 'Principles and Practices of Financial Management' (PPFM).
These documents provide more details than our short guides on how we manage our With Profits business. There are two versions, one for each of our funds:
Every year, we report to With Profit policyholders on our compliance with PPFM. The latest reports are below: