An interview with Wesleyan’s Head of Investments

We wrote to you last month to make you aware of Wesleyan’s smoothed With Profits Growth Fund.

This With Profits fund has a unique smoothing mechanism and is specifically designed to sit on independent adviser platforms. It is currently available on the Nucleus Wrap and Wealthtime (previously Novia) platforms, with more platforms on the horizon.

The fund offers advisers and clients a transparent, easy to access investment opportunity, with low volatility and a history of delivering strong returns*.

Alongside Wesleyan’s smoothing mechanism, the investment strategy underpinning the fund is key to its success. It is managed with a long-term, contra-cyclical investment approach, and maintains diverse portfolios across a range of asset classes to manage risk.

By making sure that the fund is diversified across and within asset classes, the portfolio meets the needs of its ‘moderate-risk’ rating while also maximising the likelihood of achieving long-term returns for investors.

To tell you more, we’re pleased to bring you this interview with Marc O'Sullivan, Wesleyan’s Head of Investments and With Profits Fund Manager.

Marc is part of Wesleyan’s in-house, award-winning Investments team** which consists of Fund Managers, Property Managers, Analysts, a Sustainable Investment (SI) Team and support staff, that have over 150 years of combined experience between them.

To find out more about this fund visit , or connect on Linked In at Wesleyan for Intermediaries