Mcinroy & Wood Balanced Fund

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There is only one type of share class for this fund.

McInroy & Wood Balanced Fund Inc

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

5,871.50p

arrow-down-20.60p (-0.35%)

Fund Code

MWBPI

B7RRJ16

GB00B7RRJ163

Prices updated as at 14 May 2025
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Prices in GBX
Investment objective
The investment objective of the 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 Fund may invest in any geographical area and any economic sector. The Fund invests at least 50 per cent. in a combination of shares of companies quoted on the world’s stock markets, fixed income and debt securities (investment and sub-investment grade).
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
McInroy & Wood Portfolios Limited
Fund launch date
03 Jan 2013
Domicile
United Kingdom
UCITS
Yes
Lead manager
Not Disclosed
Lead manager start date
23 Feb 1990
Lead fund manager biography
Head office
Easter Alderston
Haddington
East Lothian
United Kingdom
EH41 3SF
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