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Absolute Insight FP Acc

Ranked 15 out of 16 in - Fund of Funds over 12 months
All calculations are in GBP unless stated

Managed by

Sonja Lami

Sonja Lami is a portfolio manager at Insight Investment where she runs the Absolute Insight Fund, a mixed asset absolute return fund. Prior to joining Insight in 2008 she worked for JP Morgan for four years where she specialised in derivatives. Sonja started her career as an actuary at Jardine Lloyd Thompson in 2001. Currently based in London, she is originally from South Africa and has a degree in mathematics from Stellenbosch University. She is a fellow of the Institute of Actuaries, and away from fund management Sonja enjoys tennis.

Objective

The Fund seeks to provide attractive, positive absolute returns in all market conditions by investing primarily in shares of the range of sub-funds within Absolute Insight Funds plc. These sub-funds are absolute return funds which follow a number of different strategies. The ACD will typically conduct a monthly review and rebalance of the allocation of capital to each strategy. The Initial Fund may also invest, to the extent permitted by the Regulations, in ancillary liquid assets (including units in collective investment schemes), permitted money market instruments and cash or near cash.

Showing fund performance in United Kingdom View performance globally

Performance

Fund of Funds over : 30/04/2018 - 30/04/2019
  • Rank 15/16 Total Return
  • Rank 2/16 Standard Deviation
  • Rank 11/16 Max Drawdown
Fund Name Currency Return
12 New Capital All Weather GBP Inst

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

13 Elite Specialist Portfolio GBP

-2.8%

14 LF Waverton Alternatives Fund II A Inc GBP

-3.1%

15 Absolute Insight FP Acc GBP

-3.8%

16 JSS Alternative Multi-Strategy Fund P GBP acc hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.3%

Fund Name Currency Loss
9 New Capital All Weather GBP Inst

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.1%

10 JSS Alternative Multi-Strategy Fund P GBP acc hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.3%

11 Absolute Insight FP Acc GBP

-4.3%

12 MS INVF Global Balanced Risk Control ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.8%

13 Elite Specialist Portfolio GBP

-5.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.4%
2018 -4.4% 0.2% -1.7% -0.2% -2.8%
2017 2.0% 0.3% 0.8% 0.6% 0.4%
2016 -0.8% -1.3% -0.1% 0.5% 0.1%
2015 0.4% 1.2% -0.1% 0.1% -0.7%
2014 1.5% 0.7% 0.0% 1.4% -0.5%
2013 3.7% 1.2% 0.7% -0.1% 1.8%
2012 6.9% 2.9% -0.3% 2.2% 2.0%
2011 0.3% 2.4% 0.3% -2.1% -0.2%
2010 9.0% 3.5% 0.2% 3.2% 1.9%
2009 10.9% 1.2% 3.0% 4.6% 1.6%
2008 0.0% 1.5% 0.6% -1.4% -0.6%
2007 1.6% 0.2% -0.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
BNY Mellon Absolute Return Equity X GBP Acc 29.26%
Insight - Absolute Insight Dynamic Opps S GBP 20.32%
Insight - Absolute Insight Credit S Sterling 19.95%
Insight - Absolute Insight EM Mkt Debt S GBP 19.11%
Insight - Absolute Insight Currency S GBP 9.84%
Insight ILF GBP Liquidity 2 1.32%
Other Fees 0.00%
Accounts Payable -0.01%
GBP Cash -0.85%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/02/2007
  • Share Class size435Mn
  • Base currencyGBP
  • ISIN GB00B1SVX803

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment50,000

Charges

  • Annual management1.00%
  • Initial investment0.00%

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