The fund aims to grow investors' capital and income over time at a rate above inflation.
The investment objective of the Balanced Fund UCITS is to maximise the total return to investors, by preserving and growing the real value of your capital and income, placing an equal emphasis on the generation of income and on capital growth. Total return is defined as capital appreciation, if any, plus income received. Real value is defined as the value of capital and income after adjusting for the impact of inflation and net of charges.
Investors should have a medium to long-term investment horizon (minimum 5 years) and accept that the value of their investment will fluctuate.
You can access your capital at any time. The fund is only suitable for investors who are prepared to accept the risk of loss of their capital.
Target asset and geographic allocations as at 7 September 2026. Actual allocations may vary.
The McInroy & Wood Balanced Fund UCITS is authorised by the Central Bank of Ireland. It is also recognised by the Financial Conduct Authority under the Overseas Fund Regime, which allows it to be marketed to retail investors in the UK.
We do not accept applications by, or on behalf of, US Persons (being a national, citizen, or resident of the United States of America or a corporation or partnership organised under the laws of the United States of America or having a principal place of business in the United States).
The distribution of the information and documentation on this website may be restricted by law in certain countries. This website, and the information and documentation on it, are not addressed to any person resident in the territory of any country or jurisdiction where such distribution would be contrary to local law or regulation. All persons accessing this website should check their local regulations before considering investment.
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The information on this website is for information purposes only and information contained on it is not intended to be an offer to buy or sell securities and this website should not be regarded as an offer or solicitation to conduct investment business as defined in section 21 of the UK Financial Services and Markets Act 2000 (FSMA).
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We manage The Balanced Fund UCITS on the same rigorous principles as our private client portfolios. This simple and straightforward approach seeks to identify quality businesses that we can hold for the long term. We do not use market benchmarks to guide our investment allocations. Instead, we focus on making the right decisions to meet the fund’s objectives, without having to follow the herd.
We draw on our team’s collective experience to evaluate the merit of every investment. Allocations are regularly reviewed and actively managed to adjust the fund’s exposure to different themes, countries, and risks, so they are tailored for prevailing market conditions. We have chosen to invest directly to ensure we keep control over every investment.
For more details see our Investment approach or contact us.
The McInroy & Wood Balanced Fund UCITS is authorised by the Central Bank of Ireland. It is also recognised by the Financial Conduct Authority under the Overseas Fund Regime, which allows it to be marketed to retail investors in the UK.
The fund is a UCITS ICAV with UK reporting status. As such there are tax considerations: individuals can defer incurring capital gains tax until units in the fund are sold, and the portfolio of underlying investments are managed without tax constraints.
The fund can be held in ISAs, JISAs and SIPPs.
The value of an investment, and any income from it, may go down as well as up and you may get back less than you originally invested. Past performance is not a guide to future performance. You should always seek appropriate advice from your financial adviser before committing funds for investment. Further information is available in the Key Investor Information Document (KIID), the risk section of the Fund’s prospectus and the Fund Factsheet. Please read the KIID before making any investment decision.
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