McInroy & Wood Smaller Comps Pers Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.21%
  • 3 Year sharpe0.49
  • 3 Year alpha4.22
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.16%
  • IA SectorGlobal
  • Manager GroupMcInroy & Wood
  • DomicileUnited Kingdom
  • ISINGB00B8NC4D98

Investment Strategy

The investment objective of the Smaller Companies Fund is to grow the real value of investors’ capital and income. Investments will primarily be in global smaller companies, which do not form part of the leading market indices. An equal emphasis will be placed on the generation of income and on capital growth. The Smaller Companies Fund may invest in any geographical area and any economic sector. The Smaller Companies Fund invests mainly in securities of smaller companies, quoted on the world’s stockmarkets, which are considered to have above-average long-term growth prospects.

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