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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

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBX 126.60m as at 30-Jun-2014

Unit Name

Wesleyan Managed

Inc/Acc

Accumulating 

Citicode

YW01

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB0009490391 

Annual Charge

n/a

Bid

GBX 1221.00

Offer

GBX 1282.10

Change (Offer)

5.20 (0.43%)
22-Oct-2014

Unit LaunchDate

15-Jan-1986

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund -3.67 -3.21 -1.44 -2.12 32.11 45.65
Sector -0.90 -1.51 -0.27 0.10 26.45 34.45
 

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 70.40
International Equities 18.10
Global Fixed Interest 5.50
Cash & Others 4.10
Global Index Linked 1.90

Regional Breakdown

breakdown chart
  Region % of Fund
UK 72.30
International 18.10
Fixed Interest & Index Linked 5.50
Cash & Other 4.10

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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