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Wesleyan Managed

FE Crown Rating

Fund Objective

The 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.

Fund Manager

Marc O'Sullivan

Fund Manager

Domicile

United Kingdom

Sector

Flexible Investment

Currency

GBX

Primary Asset Class

Mixed Asset

Fund Size

GBX 118.00m as at 30-Nov-2012

Unit Name

Wesleyan Managed

Inc/Acc

Accumulating 

Citicode

YW01

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB0009490391 

Annual Charge

n/a

Bid

GBX 1225.40

Offer

GBX 1286.70

Change (Offer)

5.30 (0.41%)
17-May-2013

Unit LaunchDate

15-Jan-1986

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 14.86 7.91 20.28 28.51 38.40 37.18
Sector 12.89 6.05 17.02 23.28 24.98 21.76
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 13.26 -4.43 13.55 22.23 -21.46
Sector 10.08 -7.97 13.95 21.85 -23.74

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Equities 71.30
International Equities 18.50
Global Fixed Interest 5.60
UK Index-Linked 2.90
Cash & Others 1.70

Regional Breakdown

breakdown chart
  Region % of Fund
UK EQUITIES,INDEX LINKED 74.20
Overseas Equities 24.10
Cash & Other 1.70

Sector Breakdown

breakdown chart
  Sector % of Fund
UK Equities 71.30
Overseas Equities 18.50
International Fixed Interest 5.60
Index Linked 2.90
Cash & Other (inc Unit Trusts) 1.70

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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