MW Funds

McInroy & Wood Portfolios Limited is the Authorised Fund Manager of the MW Funds, and is responsible for their administration. McInroy & Wood Limited is the Investment Adviser to the funds, and is responsible for the management of their investments.

The Balanced Fund and Income Fund are diversified portfolios of international securities, across different asset types, geographies and sectors.

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

All funds have a minimum initial investment of £1,000 and offer a regular saving facility.

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

Click on a fund for more information, or contact us with any questions.

Documents and forms

1 at 12 noon on 28/05/2024