Wesleyan With Profits Cautious and Adventurous Funds now available on Wrap

We’ve added two new Wesleyan With Profits Funds, Cautious and Adventurous, to Aberdeen Wrap.

These funds are in addition to the established Growth Fund and give you more flexibility when matching investments to different client risk profiles.

Available through Wrap ISA, Junior ISA, Aberdeen SIPP and Junior SIPP, the expanded range is straightforward to add to client portfolios, increasing choice without adding complexity.

A broader choice for different client needs

Wesleyan With Profits Funds aim to deliver steady investment growth over the medium to long term by diversifying across a wide range of asset classes and applying smoothing to reduce the impact of day-to-day market volatility. 

With daily pricing and no unit price adjustments or market value reductions (MVRs), the funds offer a flexible and accessible way to benefit from smoothed returns, helping shield investments during periods of short-term market fluctuations.

Key benefits include:

Key documents and information

Clients wanting to invest in this fund will need to receive the supporting documents, including the fund factsheets, key features, terms and conditions and key information documents. These can be downloaded direct from the Wesleyan website.

Cautious: https://www.wesleyan.co.uk/intermediaries/with-profits-fund/cautious
Adventurous: https://www.wesleyan.co.uk/intermediaries/with-profits-fund/adventurous

Explore the full Wrap fund range

View the full list of funds available on Wrap or speak to your usual Aberdeen contact for more information. You can also find fund information within the fund research functionality on the platform.