What is a With Profits Fund?
With Profits Funds aim to deliver long-term growth with a smoother investment experience. They do this through 'smoothing', which helps reduce the impact of short-term market ups and downs, providing more consistent returns over time
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.
Types of With Profits Funds
At Wesleyan, we have two ways to invest in With Profits Funds.
Wesleyan With Profits Fund
The Wesleyan With Profits Fund seeks to deliver growth over the medium to long-term. Along with smoother returns, it aims to deliver regular and final bonuses, in addition to a share of Wesleyan’s business profits.
WesInvest With Profits Fund
The WesInvest With Profits Fund combines smoothing with a choice of risk profiles, allowing you to select the risk level that best suits your investment approach. This fund is only available via WesInvest.