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McInroy & Wood
Funds

Our private client service may not be required by everyone. It is possible to access our investment expertise through investing in our funds.

You can invest in our funds directly through us or via a number of retail and adviser investment platforms.

The Balanced Fund and Income Fund are diversified portfolios made up of different assets encompassing a range of geographies and sectors.

The Smaller Companies Fund and Emerging Markets Fund invest in shares in companies in their specialist area.

The funds can be held in ISAs, Junior ISAs and pension schemes such as SIPPs.

Balanced Fund

The Balanced Fund is designed as a complete portfolio, containing a regularly reviewed balance of different assets. It is internationally diversified, including holdings in smaller companies and emerging markets, which otherwise would be difficult and expensive for an individual to buy, particularly those with smaller sums to invest.

PRICE

  • Acc

    £62.351

  • Inc

    £60.766

  • DIVIDEND YIELD

    1.47%

  • ONGOING CHARGES

    1.09%

Income Fund

The Income Fund is designed as a complete portfolio, containing a regularly reviewed balance of different assets, and aims to deliver growth of capital and income, with an emphasis on the generation of income. Its internationally diversified portfolio is biased towards cash-generative companies paying a reliable and growing dividend.

PRICE

  • Acc

    £31.67

  • Inc

    £29.634

  • DIVIDEND YIELD

    2.89%

  • ONGOING CHARGES

    1.12%

Smaller Companies Fund

The Smaller Companies Fund is a specialist fund. It seeks to invest in developed market companies with above average long-term growth prospects, which do not form part of the leading market indices, and may have been overlooked or dismissed as too small by institutional investors.

PRICE

  • Acc

    £64.339

  • Inc

    £61.917

  • DIVIDEND YIELD

    1.44%

  • ONGOING CHARGES

    1.13%

Emerging Markets Fund

The Emerging Markets Fund is a specialist fund. It aims to identify companies with the potential to grow faster than their developed market peers over the long term. It offers exposure to investments, markets and economies that would otherwise be difficult and expensive for an individual to construct.

PRICE

  • Acc

    £22.521

  • Inc

    £20.974

  • DIVIDEND YIELD

    1.9%

  • ONGOING CHARGES

    1.33%

Documents and Forms

Documents, application and transfer forms relevant for all funds.

Tools

Proportional Valuation Calculator

Speak to one of our team

Call
+44 (0)1620 825 867
Email
enquiry@mcinroy-wood.co.uk
Login Contact
LinkedIn enquiry@mcinroy-wood.co.uk

HADDINGTON

Easter Alderston
Haddington EH41 3SF
+44 (0)1620 825 867

HARROGATE

Windsor House, Cornwall Road
Harrogate HG1 2PW
+44 (0)1423 222 200

LONDON

34 Queen Anne Street
London W1G 8HE   
+44 (0)20 3818 6580

Truly independent investment management
for individuals, families, trusts and charities.

McInroy & Wood Limited and McInroy & Wood Portfolios Limited are authorised and regulated by the Financial Conduct Authority. McInroy & Wood Limited is registered as an investment adviser with the US Securities and Exchange Commission.