McInroy & Wood Income Pers Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.17%
  • 3 Year sharpe0.69
  • 3 Year alpha0.87
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.13%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupMcInroy & Wood
  • DomicileUnited Kingdom

Investment Strategy

The investment objective of the Income Fund is to preserve and to grow the real value of investors’ capital and income, with an emphasis on the generation of income. The Income Fund may invest in any geographical area and any economic sector. The Income Fund invests mainly in shares of companies quoted on the world’s stockmarkets and in gilt-edged stocks and suitable overseas fixed interest investments which the Manager considers appropriate.

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