McInroy & Wood Balance Pers Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.15%
  • 3 Year sharpe1.05
  • 3 Year alpha2.91
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.10%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupMcInroy & Wood
  • DomicileUnited Kingdom
  • ISINGB00B7RRJ163

Investment Strategy

The investment objective of the Balanced Fund is to maximise the total return to unitholders, by preserving and growing the real value of investors’ capital and income, placing an equal emphasis on the generation of income and on capital growth. The Balanced Fund may invest in any geographical area and any economic sector. The Balanced Fund invests at least 50 per cent. in a combination of shares of companies quoted on the world’s stockmarkets, fixed income and debt securities (investment and sub-investment grade).

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