McInroy & Wood Smaller Comps Pers Inc

Fund

Fund Info

  • Yield History1.25%
  • 3 Year sharpe1.20
  • 3 Year alpha2.57
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.18%
  • 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. Real value is defined as the value of capital and income after adjusting for the impact of inflation. The UK Retail Prices 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 Fund has discretion to invest in quoted securities in any geographical areas.