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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




Primary Asset Class

Fund Size

GBX 2540.00m as at 30-Jun-2014

Unit Name

Wesleyan With Profits





Initial Charge


Unit Currency




Annual Charge



GBX 163.30


GBX 171.50

Change (Offer)

0.00 (0.00%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 1.55 0.49 0.99 1.81 5.08 8.94
Sector 1.99 0.56 1.18 2.31 6.98 12.94

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 1.52 1.60 1.90 1.80 -
Sector 2.22 2.30 2.19 2.88 3.16

Asset Allocation

breakdown chart
  Asset Class % of Fund
International Equities 63.00
Global Fixed Interest 13.00
Money Market 10.00
Property 7.00
Global Index Linked 7.00

Regional Breakdown

breakdown chart
  Region % of Fund
International 63.00
Property ,Index Linked & Fixed Interest 27.00
Cash & Other 10.00

Sector Breakdown

breakdown chart
  Sector % of Fund
Equities 63.00
Cash & Other 12.00
Fixed Interest 11.00
Property 7.00
Index Linked 7.00

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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