Active fund management
We make the call on when to buy, sell or hold the assets within the fund, so you don't have to.
Managing money since 1841
Wesleyan has been looking after people's money since 1841. We now proudly manage more than £7 billion of our customers’ and members’ money in companies and other assets across the globe.
As a mutual, we have no shareholders to satisfy with short-term gains. That means we can take a patient approach to investing, with the aim of providing long-term returns for our investors.
We also strive to make sure our impact on the world around us is as positive as the one we have on your investments - with sustainable investing principles underpinning the way we manage our funds.
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.Our approach to investing...
Long-term focus
Our Fund Managers follow a ‘buy and hold’ strategy - seeking long-term value over short-term gains.
Diversified portfolios
We diversify portfolios to reduce risk and, wherever possible, protect your investment from market upheaval.
How we create brighter financial futures...
The benefits of mutuality
When we opened our doors in 1841, we made a commitment to create brighter financial futures for our customers and members. One of the ways we do this is through our mutual status.
As a mutual, we're owned by our members - and if you choose to invest with us, you will become a member too. That will make you eligible for a number of member benefits, including our Member Rewards scheme.
As a mutual, we're owned by our members - and if you choose to invest with us, you will become a member too. That will make you eligible for a number of member benefits, including our Member Rewards scheme.
Sustainable investing
Just as we’re dedicated to delivering better outcomes for customers, we’re committed to investing in companies that seek to reduce harm, have a positive impact and drive positive change.
Those are the three pillars of our sustainable investing policy - which is in place across all our funds, including our flagship With Profits Fund.
It's our way of ensuring we aim to generate positive returns in more ways than one.
Wesleyan Foundation
At Wesleyan, we’re not just about creating brighter financial futures for our customers - we also give back to the organisations that create brighter futures for your communities.
Through our Wesleyan Foundation, we’ve awarded over £5 million to deserving charities, projects and good causes across the UK since 2017.