McInroy & Wood Emerging Mkts Pers Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.35%
  • 3 Year sharpe0.58
  • 3 Year alpha-0.2
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.24%
  • IA SectorSpecialist
  • Manager GroupMcInroy & Wood
  • DomicileUnited Kingdom
  • ISINGB00B7SKS407

Investment Strategy

The investment objective of the Emerging Markets Fund is to grow the real value of investors’ capital and income. Investments will be in companies operating or incorporated in Emerging markets. An equal emphasis will be placed on the generation of income and on capital growth. Real value is defined as the value of capital and income after adjusting for the impact of inflation. The UK Retail Price Index is the measure of inflation used by the Manager. The investment should be held for a minimum period of 3 years. Investors should be aware that their capital is at risk. The Emerging Markets Fund may invest in any geographical area and any economic sector. The Emerging Markets Fund invests at least 50 per cent. in shares of companies, quoted on the world’s stock markets, and operating or incorporating in Emerging markets

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