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Proportional Valuation

Proportional Valuation Calculator

Use our calculator to obtain an illustrative valuation below, which expresses your effective interest in the fund’s portfolio.

The underlying portfolio information is updated on a monthly basis for the previous month's value. Should you require a more recent indication, please contact us.

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+44 (0)1620 825 867
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enquiry@mcinroy-wood.co.uk
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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.