Global Small/Mid-Cap
McInroy & Wood Smaller Companies Personal
Last updated: 2026-09-15
The Verdict
McInroy & Wood Smaller Companies Personal charges an expense ratio of 1.13%. On a $100,000 portfolio, that's $1,130 per year in fees, and it scales with the amount invested. Supreme.PM's decoded model tracked it at 80% correlation, for a flat monthly subscription that does not change with portfolio size.
Expense Ratio
1.13%
Star Rating
3/ 5
Market Beta
0.93
Model Correlation
80%
Sharpe Ratio
0.09
Max Drawdown
39.96%
Supreme.PM Cost
Flat monthly subscription
Not a percentage of your assets
Performance
Performance comparison — 1Y: Fund 11.0% vs Model 10.0%; 3Y: Fund 17.5% vs Model 27.3%; 5Y: Fund -8.9% vs Model 8.0%.
Alpha After Fees
Supreme.PM's model achieves 80% correlation with McInroy & Wood Smaller Companies Personal, providing similar exposure at a flat subscription cost.
Fee Analysis
McInroy & Wood Smaller Companies Personal charges 1.13% of assets annually. Supreme.PM charges a flat monthly subscription instead, so its cost does not rise as a portfolio grows.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
Related
Global Small/Mid-Cap Category
Browse all Global Small/Mid-Cap funds
Global Small/Mid-Cap Rankings
Top-rated Global Small/Mid-Cap funds
Our Methodology
How we decode fund strategies
AlphaCentric Robotics and Automation Fund
2-star rated
Templeton Global Smaller Companies Fund
3-star rated
Allspring Special Global Small Cap Fund
2-star rated
Third Avenue Value Fund
4-star rated
Virtus KAR Global Small-Cap Fund
2-star rated
Frequently Asked Questions
What is the expense ratio of McInroy & Wood Smaller Companies Personal?
McInroy & Wood Smaller Companies Personal has an expense ratio of 1.13%, charged as a percentage of the amount invested. Supreme.PM's decoded model is offered for a flat monthly subscription instead.
How does Supreme.PM replicate McInroy & Wood Smaller Companies Personal?
Supreme.PM builds a transparent, rules-based model of listed securities designed to track this fund's return profile. Over the measured period it tracked the fund closely, at 80% correlation. The model is published in full, so its positions are visible rather than disclosed with a delay.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
Get This Strategy
Start investing with Supreme.PM's decoded model and save on fees while capturing similar returns.