McInroy & Wood Income Fund Inc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
2,879.70p
17.40p (+0.60%)
Fund Code
MWIPI
B8KQRW4
GB00B8KQRW41
Prices updated as at 15 May 2025
|
Prices in GBX
Investment objective
The investment objective of the Fund is to preserve and to grow the real value of investors’ capital and income, with an emphasis on the generation of income. The Fund may invest in any geographical area and any economic sector. The Income Fund invests at least 50 per cent. in a combination of shares of companies quoted on the world’s stockmarkets, 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | GBP Allocation 60-80% Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 10.22 | 10.85 |
| 31 Mar 15 - 31 Mar 16 | 0.28 | -2.93 |
| 31 Mar 16 - 31 Mar 17 | 13.02 | 17.37 |
| 31 Mar 17 - 31 Mar 18 | -4.56 | 1.40 |
| 31 Mar 18 - 31 Mar 19 | 7.07 | 3.97 |
| 31 Mar 19 - 31 Mar 20 | -2.89 | -8.04 |
| 31 Mar 20 - 31 Mar 21 | 15.34 | 26.61 |
| 31 Mar 21 - 31 Mar 22 | 11.35 | 5.02 |
| 31 Mar 22 - 31 Mar 23 | 0.07 | -4.73 |
| 31 Mar 23 - 31 Mar 24 | 4.96 | 10.39 |
| 31 Mar 24 - 31 Mar 25 | 1.02 | 3.05 |
Trailing returns (%)
| Year | This fund | GBP Allocation 60-80% Equity |
|---|---|---|
| 1 Day | 0.10 | 0.08 |
| 1 Month | 2.80 | 5.29 |
| 3 Months | -2.07 | -3.00 |
| 6 Months | -1.15 | 0.63 |
| 1 Year | -1.53 | 3.42 |
| 3 Years annualised | 2.15 | 5.39 |
| 5 Years annualised | 5.69 | 6.94 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
