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 formsBalanced Fund
This mixed asset fund takes a balanced approach to investment. It aims to maximise the total return to investors, by preserving and growing the real value of their capital and income. Real value is defined as the value of capital and income after adjusting for the impact of inflation.
At a glance
Smaller Companies Fund
This specialist equity fund invests in smaller companies. It aims to grow the real value of investors’ capital and income. Real value is defined as the value of capital and income after adjusting for the impact of inflation.
At a glance
Income Fund
This mixed asset fund has an emphasis on income, while also aiming to preserve and grow the real value of investors’ capital and income. Real value is defined as the value of capital and income after adjusting for the impact of inflation.
At a glance
Emerging Markets Fund
This specialist equity fund invests in emerging markets. It aims to grow the real value of investors’ capital and income. Real value is defined as the value of capital and income after adjusting for the impact of inflation.
At a glance
1 at 12 noon on 20/09/2024