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
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.
This specialist equity fund invests in smaller companies. It aims to grow the real value of investors’ capital and income.
This mixed asset fund has an emphasis on income, while also aiming to preserve and grow the real value of investors’ capital and income.
This specialist equity fund invests in emerging markets. It aims to grow the real value of investors’ capital and income.
1 at 12 noon on 29/11/2023