Wesleyan With-Profits ISA Fund Wesleyan With-Profits Pension Fund. HOW OUR WITH-PROFITS FUND WORKS 02 HOW OUR WITH-PROFITS FUND WORKS Please take the time to read this document and keep it safe with your product. Section 9 explains how the performance of other parts of the Wesleyan Group of companies can also affect returns.. Hello, we are looking to invest monthly in an ISA (around £500 a month) and spoke to a FA from Wesleyan. They discussed various options, one of which was an ISA with profits fund to smooth out any fluctuations. The charges mentioned were 3% for every monthly deposit and 1% annual. Looking at other providers this seems steep.

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The Wesleyan With Profits ISA 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.. CUMULATIVE PERFORMANCE (AS AT 31/07/2021) Wesleyan With Profits ISA Fund 17.67% 12.04% 35.86% 1 Year 3 Years 5 Years 10 Years.. The Wesleyan With Profits Life Fund aims to provide capital growth over a medium to long term period by investing in UK and International shares,. Performance % Wesleyan Life With Profits [16.7%] With Profits [12.9%] Cumulative performance (%) YTD 3m 6m 1y 3ys 5ys Wesleyan Life With