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Wesleyan Deposit

FE Crown Rating


Fund Objective

The Wesleyan Deposit Fund aims to provide a short term home for your investment when you consider some or all of your money should be held in non-equity linked investments. The Fund seeks to achieve a high level of security by investing in Bank Deposits and other money market instruments.

Fund Manager

Marc O'Sullivan

Fund Manager




Primary Asset Class

Fund Size

GBP 1.90m as at 31-Mar-2016

Unit Name

Wesleyan Deposit S1





Initial Charge


Unit Currency




Annual Charge



GBX 138.70


GBX 145.70

Change (Offer)

0.00 (0.00%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 0.00 0.00 0.00 0.00 0.00 0.00
Sector 0.07 0.07 0.07 -0.25 -0.83 -0.83

Discrete Performance (%)

  2015 2014 2013 2012 2011
Fund 0.00 0.00 0.00 0.00 0.00
Sector -0.26 -0.39 -0.13 0.12 -0.12

Asset Allocation

breakdown chart
  Asset Class % of Fund
Cash 100.00

Regional Breakdown

breakdown chart
  Region % of Fund
United Kingdom 100.00

Sector Breakdown

breakdown chart
  Sector % of Fund
Other 100.00

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.

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.