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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

Martin Lawrence

Fund Manager




Primary Asset Class

Fund Size

GBX 128.70m as at 31-Dec-2013

Unit Name

Wesleyan Managed





Initial Charge


Unit Currency




Annual Charge



GBX 1261.50


GBX 1324.60

Change (Offer)

3.60 (0.27%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund -0.47 1.82 -0.42 3.07 24.69 71.07
Sector 0.62 1.26 -0.12 2.84 16.81 55.50

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 18.80 13.26 -4.43 13.55 22.23
Sector 14.73 10.08 -7.97 13.95 21.85

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Equities 72.90
International Equities 16.70
Global Fixed Interest 5.30
Cash & Others 3.30
Global Index Linked 1.80

Regional Breakdown

breakdown chart
  Region % of Fund
UK 72.90
International 16.70
Fixed Interest & Index Linked 7.10
Cash & Other 3.30

Sector Breakdown

breakdown chart
  Sector % of Fund
UK Equities 73.20
International Equities 17.00
International Fixed Interest 5.70
Money Market 2.20
Index Linked 1.90

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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