MCINROY & WOOD BALANCED - Fund overview
No Bestinvest rating
Find rated mixed investment 40-85% shares funds
Overview of
MCINROY & WOOD BALANCED
Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. MCINROY & WOOD BALANCED does not fall into either of these categories at present.
Standard Initial Charge
0.00% 0.00%
Fund summary
| Sector |
Mixed Investment 40-85% Shares
|
| Product type |
UNIT TRUST
|
| Launched |
February, 1990
|
| Size |
£229m
|
| Yield |
1.9%
|
| Charging basis |
–
|
| Dividends paid |
30/6, 31/12.
|
| Bid price |
3,150.20p |
Fund Charges
|
Standard Initial charge
|
0.00%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
1.58%
|
|
Reduction in yield (10yr)
|
1.58%
|