Legal and regulatory information

Please read the following important information. This applies to your use of this website. By using this website, you confirm that you accept this information. This website is owned and operated by McInroy & Wood Limited and all information on it is approved for publication by it.

Company Registration and Regulatory Status

McInroy & Wood Limited is a private limited company incorporated in Scotland, with company number SC100377.  

McInroy & Wood Portfolios Limited is a wholly owned subsidiary of McInroy & Wood Limited, with company number SC116351. It is authorised to manage unit trusts.

Their registered office is Easter Alderston, Haddington, East Lothian, EH41 3SF.  

Both firms are authorised and regulated by the Financial Conduct Authority.

The group's VAT registration number is 651 9768 95.

US Clients

McInroy & Wood Limited is registered as an Investment Adviser with the US Securities and Exchange Commission (SEC) which allows us to manage money on behalf of clients who are resident in the US. Please click here to view our Form ADV Part 3 Client Relationship Summary, which we are required to issue to new US retail investors.

Our Funds

McInroy & Wood Portfolios Limited is the manager of four retail UK authorised unit trusts and McInroy & Wood Limited is the investment manager.


The following risks are associated with holding investments whether through a fund or a segregated account:

  • past performance is not a guide to future returns
  • market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested
  • investing in foreign markets introduces a risk where adverse movements in currency exchange rates could result in a decrease in the value of your investment
  • emerging markets or less developed countries may face more political, economic or structural challenges than developed countries. Accordingly, investment in emerging markets is generally characterised by higher levels of risk than investment in fully developed markets.

Further risks relating to our funds are set out in the Prospectus.

Investment advice

You should consult with a professional financial adviser if you need investment advice. Nothing on this website is intended to constitute advice or information on which you should rely. The investments and investment services referred to in this website may not be suitable for all investors.


This website should not be regarded as an offer or solicitation to conduct investment business, as defined by the FSMA 2000, in any jurisdiction other than the United Kingdom. In particular, investment services are not being offered in the US.

If you reside outside the UK, your local legislation may not permit us to offer funds to you in your own country. Please check with a professional financial adviser as to whether such funds are available in the country in which you are resident. You are responsible for complying with applicable laws, rules and regulations when accessing this website.


No reliance on content

The content on this website is provided for general information only. It has been compiled with considerable care to ensure its accuracy at the date of publication. However, no representation or warranty, express or implied, is made to its accuracy or completeness or its suitability for any particular purpose and it may be amended at any time without notice.

We do not guarantee or warrant that this website, or any content on it, will always be available or be uninterrupted. Access to this website is permitted on a temporary basis. We may suspend, withdraw, discontinue or change all or any part of this website without notice. We will not be liable to you if for any reason this website is unavailable at any time or for any period.

Third-party links

No other person or company may link their website into this website without our express written consent. The content, accuracy and opinions expressed in such third-party websites are not checked, analysed, monitored, guaranteed or endorsed by us. Access to any third-party website is at your own risk. We have no responsibility or liability for any third-party website and shall not be liable in any way for any damage or loss caused in relation to the content, goods, funds or services available through such third-party website.


We are the owner or the licensee of all intellectual property rights in the website and in the material published on it. Those works are protected by copyright laws and treaties around the world.  All such rights are reserved.

You must not use any part of the content on this website for commercial purposes without obtaining a licence to do so from us or our licensors.

Limitation of our liability

We exclude all conditions, warranties, representations or other terms which may apply to this website or any content on it, whether express or implied.

We will not be liable to any user for any loss or damage, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, even if foreseeable, arising under or in connection with:

  • use of, or inability to use, this website; or
  • use of or reliance on any content displayed on this website.

Please note that we provide this website for domestic and private use. You agree not to use this website for any commercial or business purposes, and we have no liability to you for any loss of profit, loss of business, business interruption, or loss of business opportunity.

We do not guarantee that this website will be secure or free from bugs or viruses.  We will not be liable for any loss or damage caused by a virus, distributed denial-of-service attack, or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of this website or to your downloading of any content on it, or on any website linked to it.