McInroy & Wood Balanced Personal

Ranked 19 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Victor Wood

Victor Wood has been continuously involved in the investment field since 1966 when he graduated at Oxford having read Greats. After training as an investment analyst in the US and London he joined an independent Edinburgh-based investment trust where his responsibilities included supervising funds in the USA, Canada, Japan and Australia. He served as a director of a venture capital investment company and also a member of the General Committee of the Association of Investment Trust Companies. Outside his investment management work, he has served as a member of the Board of Stewardship and Finance of the Church of Scotland, and on public and private bodies in the fields of education and health care. He is an occasional contributor to various professional journals of articles on investment and related topics.

Objective

The investment objective of the Fund is to maximise the total return to unitholders with an equal emphasis on the generation of income and on capital growth. The Fund may invest in any geographical areas and any economic sectors.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.8%
2018 -2.0% -4.2% 7.8% 1.4% -6.3%
2017 6.5% 2.4% 0.2% 0.4% 3.5%
2016 18.7% 4.8% 7.2% 5.5% 0.1%
2015 2.9% 5.5% -4.6% -3.4% 5.8%
2014 8.4% 0.3% 1.5% 2.2% 4.2%
2013 10.3% 9.4% -1.6% 2.0% 0.5%
2012 11.4% 6.4% -3.7% 4.4% 4.1%
2011 -2.4% -0.5% 3.4% -8.9% 4.1%
2010 21.1% 8.1% -3.1% 6.9% 8.1%
2009 18.7% -0.7% 1.8% 12.8% 4.0%
2008 -7.3% -1.7% -0.9% -1.3% -3.5%
2007 9.3% 3.3% 3.0% 2.4% 0.3%
2006 8.6% 7.4% -4.1% 1.6% 3.7%
2005 25.6% 3.0% 4.4% 8.7% 7.5%
2004 11.6% 1.4% 2.6% 1.6% 5.7%
2003 17.0% -0.7% 9.3% 3.9% 3.7%
2002 -10.2% 5.9% -5.4% -10.6% 0.2%
2001 -7.8% -4.7% 1.0% -11.5% 8.3%
2000 12.5% 5.0% 6.5% 1.5% -0.8%
1999 19.4% 3.2% 9.8% -2.6% 8.2%
1998 10.3% 10.5% 2.0% -13.0% 12.5%
1997 1.8% 4.0% 5.6% 1.2% -8.4%
1996 3.4% 4.7% 1.2% -0.1% -2.2%
1995 17.1% 1.5% 6.8% 5.6% 2.3%
1994 -6.1% -5.3% -3.7% 3.1% -0.2%
1993 22.4% 4.3% 0.2% 5.0% 11.5%
1992 14.8% 6.6% -0.5% 3.2% 4.8%
1991 11.4% 7.8% 3.4% 2.7% -2.8%
1990 2.4% -8.4% 5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/01/2013
  • Share Class size695Mn
  • Base currencyGBP
  • ISIN GB00B7RRJ163

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.00%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).