Wesleyan Expands Smoothed Investment Range for UK Advisors

These new offerings join Wesleyan’s flagship With Profits Growth Fund, creating a three-tiered structure for portfolio diversification. The Cautious Fund targets individuals with a lower risk appetite, while the Adventurous Fund focuses on those seeking higher growth potential. By utilizing a smoothing mechanism, the funds adjust returns over time to mitigate the impact of short-term market fluctuations.

Designed specifically for independent advisor platforms, the entire range features daily pricing and trading. Karen Blatchford, managing director of Intermediary Distribution at Wesleyan, noted that advisors require solutions that reflect the varying risk profiles of their clients. This expansion provides the flexibility to integrate smoothed investment strategies into a wider array of financial plans, helping investors remain focused on long-term goals despite broader market uncertainty.