You’ll know by now that we like to keep you updated with market-leading news that help you and your clients. And in the world of With Profits it feels like we’re entering a new era, and this isn’t just a passing fad.
The renewed interest in With Profits has undoubtedly been accelerated by their increased accessibility to advisers via platforms, and this is where Wesleyan are pioneering the landscape.
Wesleyan is a financially strong mutual, with over 180 years’ experience. They’ve expanded into the intermediary sector by building a new version of their flagship With Profits Fund, designed specifically to sit on independent adviser platforms.
The fund is now available for advisers to access on Nucleus Wrap platform as well as Wealthtime (previously Novia), with more platform partnerships in sight.
The fund is run by Wesleyan’s in-house award-winning Investments team*. They actively manage the fund to invest in 75% real assets, aiming to deliver long-term growth while smoothing the ups and downs of investing, to help mitigate market volatility for clients.
The smoothing mechanism Wesleyan employ is distinct in the market in that it offers daily pricing, daily smoothing and daily trading. This ensures fair value as means clients will always know what their investment is worth on any given day. This approach also means Wesleyan don't have to apply sudden adjustments, that are typically seen with other versions of smoothed funds.
Wesleyan is a mutual built on deeply felt principles and a way of doing business that has always put values and long-term outcomes ahead of short-term gain, whilst being mindful of impact and sustainability at all times.
It feels like a poignant time for advisers and clients to take a fresh look at this investment opportunity.
To find out more about the fund visit Wesleyan for Intermediaries
For professional UK advisers only
The value of your investment can go down as well as up and you may get back less than you invested.
*Wesleyan’s Investments team have won multiple industry awards, including Responsible Investor of the Year at the Insurance Asset Risk Awards 2022 and Investment Team of the Year in 2023.
