Wesleyan launches two with profits funds for advisers

Available on Aberdeen, Nucleus, Wealthtime and Hubwise platforms

Sophia Panayi
clock • 2 min read

Financial services mutual Wesleyan has launched two new with profits funds designed to increase access to the benefits of smoothed investments for advisers and their clients.

The With Profits Cautious Fund and With Profits Adventurous Fund are designed to help advisers meet a broader range of client objectives. They sit alongside Wesleyan's flagship With Profits Growth Fund, the mutual explained, and use smoothing to adjust returns over time and reduce the impact of day-to-day market volatility. The expanded range gives advisers three options with different risk profiles when incorporating smoothed funds into diversified portfolios. The Cautious Fund is aimed at clients with a lower appetite for risk, while the Adventurous Fund is for those seeking greater...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Friday Night Takeaway: It's the return of the banks

Friday Night Takeaway: It's the return of the banks

The news editor's Friday Night Takeaway from 10 July

Isabel Baxter
clock 10 July 2026 • 3 min read
Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

PFS president and chair joins Professional Adviser in the studio

Professional Adviser
clock 10 July 2026 • 1 min read
FCA spotlights vulnerability in latest Consumer Duty review

FCA spotlights vulnerability in latest Consumer Duty review

Treatment of vulnerable clients still an area of improvement for firms

Sophia Panayi
clock 10 July 2026 • 2 min read