Insight Global Absolute Return Inst W Acc

Ranked 11 out of 42 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Managed by

Steve Waddington

Steve Waddington has been a fund manager at Insight Investment since 2008 where he manages mixed assets funds and institutional mandates. Prior to joining the company, from 2002 he was head of external investments at BT Financial Group. Currently based in London, Steve holds an MBA and is a member of the Royal Institute of Chartered Surveyors.

Objective

The objective of the Fund is to deliver positive returns on an annual basis with the prospect of attractive long-term capital growth. The Fund aims to deliver cash (3 month GBP LIBOR) +4% on a rolling annualised 5 year basis before fees. The policy is to gain exposure through a dynamic allocation to fixed income, cash, near cash and deposits, equities, property, commodities and infrastructure. Exposure to these will be achieved through investment in collective investment schemes, transferable securities, money market instruments, deposits, derivatives and indirectly in property, commodities and infrastructure.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 30/04/2018 - 30/04/2019
  • Rank 11/42 Total Return
  • Rank 23/42 Standard Deviation
  • Rank 10/42 Max Drawdown
Fund Name Currency Return
9 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

1.3%

10 GAM Star Flexible Global Portfolio GBP Acc GBP

1.2%

11 Insight Global Absolute Return Inst W Acc GBP

1.2%

12 Franklin K2 Long Short Credit W (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

1.0%

13 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

0.2%

Fund Name Currency Risk
21 GAM Star Flexible Global Portfolio GBP Acc GBP

5.1

22 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

5.2

23 Insight Global Absolute Return Inst W Acc GBP

5.3

24 MLIS AQR Global Relative Value UCITS GBP A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.4

25 DWS Concept Kaldemorgen GBP CH RD

Currency exposure is hedged

Currency exposure is hedged

GBP

5.4

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.1%
2018 -5.4% -2.9% -0.3% 2.1% -4.4%
2017 8.2% 2.3% 1.2% 1.8% 2.7%
2016 4.8% 0.2% 1.9% 2.8% -0.3%
2015 -1.5% 4.7% -2.6% -3.7% 0.2%
2014 5.2% 1.0% 3.3% 1.6% -0.6%
2013 -2.4% 1.9% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/02/2013
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B83VQG35

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.63%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).