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McInroy & Wood Smaller Companies

Ranked 9 out of 14 in - Global Small & Medium Companies over 12 months
All calculations are in GBP

Managed by

Tim Wood

Tim Wood joined McInroy & Wood in 2000. He graduated in mechanical engineering from Bristol University in 1996, and then worked as an analyst for the London Stock Exchange where he gained wide experience of primary and secondary securities markets in the UK and overseas. He became a CFA Charterholder in 2003, and has particular expertise in the smaller company sector.

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 : 31/07/2014 - 31/07/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 9.3% -3.6%
2014 3.4% 0.5% -0.1% -2.1% 5.1%
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

31/01/2015

Top 10 Holdings

Stock Size
Tractor Supply Co ORD 4.40
O'Reilly Automotive Inc ORD 3.99
Boiron SA ORD 3.90
Teleperformance SE ORD 3.61
Sysmex Corp ORD 3.58
U.S. Physical Therapy Inc ORD 3.37
A.G.Barr PLC ORD 2.94
Anika Therapeutics Inc ORD 2.76
Watsco Inc ORD 2.70
Assura PLC 2.61
31/01/2015

Registered For Sale In

  1. United Kingdom

Fund Info

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

Purchase Info

  • Min. initial investment100,000
  • 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).