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Investment markets – by their very nature – are volatile.
Received wisdom states that the only way to overcome this volatility is to invest in a diversified portfolio of assets over the long term.
But there are also investment funds that are designed specifically to minimise the risk of short-term peaks and troughs and smooth out an investor’s journey.
That has real appeal at times like these, when there is so much enduring uncertainty affecting global markets, from elections in the US to war in the Middle East.
And if you are investing to a set timescale, like your retirement, that is going to be particularly nerve- racking.
This is exactly what the Wesleyan With Profits Growth Fund is designed to overcome. It has a proven track record of delivering steady investment growth, through good times and bad, by investing in a diversified mix of UK and international equities, bonds, property, cash and other assets.
The fund is backed by a financially strong mutual, that, without shareholders, has scope to invest with a long-term approach, removing the pressure to pursue short-term gains.
It aims to achieve greater consistency of returns through its unique smoothing mechanism, which reduces the impact of short-term price fluctuations, by holding back some profits when the fund is performing particularly well to be shared out in times when the market is performing poorly.
Find out more about the past performance of this smoothed With Profits Fund along with a case study illustrating how it could help clients who are approaching, or in retirement.
For UK professional advisers only.
WESLEYAN’ is a trading name of the Wesleyan Group of companies. Wesleyan Assurance Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Incorporated in England and Wales by Private Act of Parliament (No. ZC145). Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help provide, monitor and improve services to you.
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