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McInroy & Wood Smaller Companies

Ranked 10 out of 13 in - Global Small & Medium Companies over 12 months
All calculations are in GBP

Managed by

Tim Wood

Tim Wood graduated with a Masters degree in Mechanical Engineering from Bristol University. He started his career with the London Stock Exchange as an analyst in 1996, and joined McInroy & Wood in 2000. He has a specialist interest in the small cap sector. Tim is a CFA Charterholder.

Objective

The investment objective of the Fund is to maximise the total return to unitholders, primarily through equity investments in smaller companies, with an equal emphasis on the generation of income and on capital growth.

Performance

Global Small & Medium Companies over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.5% -0.1% -2.1%
2013 29.2% 15.6% -4.5% 9.4% 7.0%
2012 12.8% 11.7% -10.7% 9.7% 3.1%
2011 -9.9% 0.3% 2.5% -11.9% -0.6%
2010 34.1% 9.5% -2.5% 9.8% 14.4%
2009 42.4% -2.7% 14.3% 20.4% 6.3%
2008 -20.9% -3.4% -1.5% -9.6% -8.1%
2007 6.4% 6.8% 5.4% -3.0% -2.6%
2006 16.3% 7.7% -5.2% 2.5% 11.2%
2005 36.6% 7.3% 4.6% 14.0% 6.8%
2004 25.2% 5.3% 5.4% 1.7% 10.9%
2003 23.9% -3.2% 16.2% 7.8% 2.2%
2002 -13.9% 5.7% -1.8% -19.0% 2.3%
2001 2.8% -19.8% 17.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2011

Top 10 Holdings

Stock Size
Tractor Supply Co ORD 5.00
Other Assets 4.61
O'Reilly Automotive Inc ORD 4.15
Virbac SA ORD 3.34
Sun Hydraulics Corp ORD 2.90
Belimo Holding AG ORD 2.87
A.G.Barr PLC ORD 2.85
Anixter International Inc ORD 2.81
Spectris PLC ORD 2.76
Lamprell PLC ORD 2.65
31/01/2012

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/03/2001
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN GB0030274152

Purchase Info

  • Min. initial investment10,000
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment0

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