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Wesleyan With Profits

FE Crown Rating

(Unrated Sector)

Fund Objective

This fund aims to provide capital growth over a medium to long-term period by investing in UK and International shares, fixed interest stocks, property, cash and other related investments. The fund aims to avoid sharp rises and falls by smoothing the return on your investment over the period of the plan.

Fund Manager

Clive Ward

Fund Manager

Domicile

United Kingdom

Sector

With Profits

Currency

GBX

Primary Asset Class

With Profits

Fund Size

GBX 1900.00m as at 30-Sep-2012

Unit Name

Wesleyan With Profits

Inc/Acc

Accumulating 

Citicode

F6W3

Initial Charge

n/a

Unit Currency

GBX 

ISIN

 

Annual Charge

n/a

Bid

GBX 159.40

Offer

GBX 167.40

Change (Offer)

0.00 (0.00%)
23-May-2013

Unit LaunchDate

27-Apr-2009

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 0.63 0.38 0.76 1.53 5.28 -
Sector 1.03 0.65 1.28 2.46 7.62 12.17
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 1.60 1.90 1.80 - -
Sector 2.30 2.19 2.88 3.16 0.81

Asset Allocation

breakdown chart
  Asset Class % of Fund
International Equities 62.00
Money Market 13.00
Global Fixed Interest 12.00
Property 8.00
Global Index Linked 5.00

Regional Breakdown

breakdown chart
  Region % of Fund
International 79.00
Cash & Other 13.00
Property 8.00

Sector Breakdown

breakdown chart
  Sector % of Fund
Equities 62.00
Cash & Other 13.00
Fixed Interest 12.00
Property 8.00
Index Linked 5.00

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

 
 
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