MW Income Fund

Select share classes
There is only one type of share class for this fund.

McInroy & Wood Income Fund Inc

Category GBP Allocation 60-80% Equity


star-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

2,952.80p

arrow-up16.20p (+0.55%)

Fund Code

MWIPI

B8KQRW4

GB00B8KQRW41

Prices updated as at 12 Dec 2025
|
Prices in GBX

Investment objective
The investment objective of the Fund is to preserve and to grow the real value of investors’ capital and income, with an emphasis on the generation of income. The Fund may invest in any geographical area and any economic sector. The Income Fund invests at least 50 per cent. in a combination of shares of companies quoted on the world’s stockmarkets, fixed income and debt securities (investment and sub-investment grade).

Fund statusOpen
Fund typeUnit Trust
Fund managerNot Disclosed
3005.1
2712.4
Fund comparative indexUK RPI (with track record)
Mixed Investment 40-85% Shares
-
1.15
0.04
0.00
GBP Allocation 60-80% Equity
No
Fund providerMcInroy & Wood Portfolios Limited
Share class launch date03 Jan 2013
£162.75m
-
2.80
-
Quarterly
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.
© Copyright 2025 Morningstar. All rights reserved.