McInroy & Wood Balanced Fund Inc

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

6,096.80p

arrow-up32.80p (+0.54%)

Fund Code

MWBPI

B7RRJ16

GB00B7RRJ163

Prices updated as at 31 Mar 2026

Prices in GBX

Investment objective

The investment objective of the Fund is to maximise the total return to unitholders, by preserving and growing the real value of investors’ capital and income, placing an equal emphasis on the generation of income and on capital growth. The Fund may invest in any geographical area and any economic sector.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Fund status	Open
Fund type	Unit Trust
Fund manager	Not Disclosed
	6508.4
	5430.9
Fund comparative index	UK CPI
	Mixed Investment 40-85% Shares
	-
	1.11
	0.04
	0.00
	GBP Allocation 60-80% Equity
	No
Fund provider	McInroy & Wood Portfolios Limited
Share class launch date	03 Jan 2013
	£756.20m
	-
	1.60
	-
	Semi-Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.