MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to provide capital growth over a period of at least five years. We measure the success of the fund as outperforming a benchmark over a rolling 5-year period. We do this by comparing the investment performance, before fees and charges, to a composite benchmark which reflects the current risk rating of the fund. Invested capital is however at risk and there is no guarantee that the objective will be attained over this or any period.

Fund Managers

Marc O'Sullivan

Marc became a Fund Manager in 2012 and since then he has been in charge of several Wesleyan funds, managing investments across asset classes and investing directly in UK and overseas equities, government and corporate bonds, and cash. He joined Wesleyan as an Investment Analyst in 2003, having graduated from the University of Birmingham with a degree in Economics. Marc has been a CFA charterholder since 2008..

Paul Burton

Paul has been the Fund Manager of our Low Risk funds since their launch in 2012. He’s also managed the assets of the Wesleyan Staff Pension Scheme since 1998 and the Society’s Non Profit Fund since 2012. He joined Wesleyan in 1990 and qualified as an Actuary in 1998. During his time at Wesleyan, Paul also worked as an Investment Analyst for five years, so he has plenty of experience gained from different investments-related roles at Wesleyan.