Our funds

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 only 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.

The MW funds are managed by McInroy & Wood Portfolios Limited and McInroy & Wood Limited is the investment adviser.

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

Documents and forms

Balanced 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.

At a glance
Capital preservation and growth
Preserve capital and income after inflation (UK RPI).
 International companies, bonds and gold
Direct investment in international equities, fixed-interest securities and gold exchange traded commodities.
Current price 1 £58.776 Change in price (+/-) +£0.008 (0.01%)
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Smaller Companies Fund

This specialist equity fund invests in smaller companies. It aims to grow the real value of investors’ capital and income.

At a glance
Capital growth and income generation
Grow capital and income after inflation (UK RPI).
 Global smaller companies
Direct investment in international smaller companies.
Current price 1 £57.699 Change in price (+/-) +£0.252 (0.44%)
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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.

At a glance
Capital preservation and growth
Preserve capital and income after inflation (UK RPI).
 Income emphasis
Emphasis on the generation of income.
 International companies, bonds and gold
Direct investment in international equities, fixed-interest securities and gold exchange traded commodities.
Current price 1 £28.221 Change in price (+/-) +£0.010 (0.04%)
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Emerging Markets Fund

This specialist equity fund invests in emerging markets. It aims to grow the real value of investors’ capital and income.

At a glance
Capital growth and income generation
Grow capital and income after inflation (UK RPI).
 Emerging market companies
Direct investment in companies operating in emerging markets.
Current price 1 £20.558 Change in price (+/-) -£0.038 (-0.18%)
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Tools

Interactive fund performance chart

 

Proportional valuation calculator

1 at 12 noon on 29/11/2023


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