Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Insight Broad Opportunities B1 GBP

Ranked 30 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Merritt

Objective

The Fund aims to deliver attractive, positive returns, comprising both income and capital growth, over the long term (at least 5 years). The Fund will compare its performance against 3 month CHF Libid. In addition the Fund seeks to generate returns of 3 month CHF Libid + 4.5% gross of fees over an annualised five year period. The Fund seeks to achieve its objective by obtaining exposure to a broad range of different types of asset, including shares, bonds and real assets, such as property, infrastructure and commodities. To the extent permitted the Fund may take this exposure directly, via other collective investment schemes or through the use of appropriate derivative instruments. Underlying funds, including ETFs, are selected based on assessments including liquidity, trading costs and representation of underlying index exposure.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.5%
2018 -5.5% -3.1% -0.1% 1.9% -4.3%
2017 9.6% 2.9% 1.5% 1.9% 3.0%
2016 4.5% 0.1% 1.9% 2.6% -0.1%
2015 -1.7% 4.8% -2.5% -4.1% 0.3%
2014 5.9% 1.1% 3.7% 1.7% -0.6%
2013 7.1% 3.0% -2.1% 2.7% 3.5%
2012 8.2% 3.3% -0.6% 3.3% 2.0%
2011 -1.3% 1.2% -0.1% -4.8% 2.5%
2010 6.9% 2.5% -4.6% 5.6% 3.6%
2009 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Ireland
  3. Luxembourg
  4. Sweden
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date07/09/2009
  • Share Class size2,380Mn
  • Base currencyGBP
  • ISIN IE00B4ZSNV82

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.00%

Related News

Insight Investment bolsters multi-asset team

Lloyd Thomas will join A-rated Matthew Merritt's team as portfolio manager

Insight hires Aviva's David Hillier for multi-asset team

Insight has expanded its multi-asset strategy with the appointment of David Hillier as a portfolio manager

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