McInroy & Wood Income Personal

Ranked 37 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 Income 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.

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 4.9%
2018 -3.8% -5.8% 7.0% -0.6% -4.0%
2017 3.8% 2.5% -0.9% 0.3% 1.9%
2016 14.5% 3.9% 6.3% 3.7% 0.0%
2015 1.9% 5.2% -2.8% -3.8% 3.6%
2014 4.2% -0.9% 2.0% 1.2% 1.8%
2013 11.9% 5.7% -1.0% 4.9% 1.8%
2012 12.9% 5.0% -0.6% 4.5% 3.5%
2011 -1.4% 0.4% 3.1% -8.3% 3.9%
2010 17.2% 7.9% -3.8% 7.3% 5.4%
2009 18.5% -2.3% 2.6% 12.8% 4.8%
2008 -12.0% -2.8% -2.4% -1.6% -5.7%
2007 7.4% 3.4% 3.0% 0.6% 0.2%
2006 15.4% 8.7% -2.2% 3.5% 4.9%
2005 21.2% 2.3% 3.9% 8.8% 4.8%
2004 14.7% 1.0% 4.0% 2.3% 6.7%
2003 15.2% -1.2% 8.5% 3.4% 4.0%
2002 -5.2% 6.4% -2.5% -7.3% -1.5%
2001 -7.0% -4.6% 3.3% -11.6% 6.7%
2000 6.2% -0.1% 4.6% -0.1% 1.7%
1999 12.1% 0.2% 6.0% -4.2% 10.2%
1998 16.7% 11.1% 4.7% -10.7% 12.3%
1997 18.5% 4.8% 7.6% 3.5% 1.6%
1996 4.5% -0.5% -0.5% 4.2% 1.3%
1995 16.0% 3.7% 5.0% 3.1% 3.5%
1994 -4.3% 0.7% -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/01/2013
  • Share Class size247Mn
  • Base currencyGBP
  • ISIN GB00B8KQRW41

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).