When you invest in Wesleyan's With Profits ISA, you're buying units in our With Profits Fund. The fund 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.
What does the fund invest in?
Information for existing investors
If you are an Intermediary adviser, you will find the information and documents you need on our Intermediaries site.
If you already have a plan or policy invested in the With Profits Fund, you can find a range of details including performance data, charge information and asset allocation by viewing the appropriate fund factsheet. These can be found on the Fund Prices page.
You may also want to read our booklet on ‘How the With Profits Fund Works’. There are three versions of this booklet, depending on what type of policy you hold:
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: