McInroy & Wood Smaller Companies Fund Acc

The Smaller Companies Fund aims to grow the real value of investors' capital and income by investing in global smaller companies that are not part of leading market indices. The fund focuses on generating income and capital growth, with real value defined as the value of capital and income after adjusting for inflation.

The Smaller Companies Fund has exposure to global smaller companies across various geographical areas and economic sectors. At least 50% of the fund is invested in shares of smaller companies with above-average long-term growth prospects, quoted on world stock markets. The fund may also hold other appropriate investments such as cash or cash equivalents.

Investors should be aware that their capital is at risk when investing in the Smaller Companies Fund. Additionally, the fund may not be suitable for investors looking to withdraw their money within a minimum period of 3 years, as stated in the investment policy.

https://www.mcinroy-wood.co.uk/