Insight Equity Income Booster Inst W Acc

Ranked 80 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Timothy Rees

Tim Rees joined Insight (formerly Clerical Medical Investment Management) in May 1984 and works within the equity team as a UK equity income portfolio manager. Tim worked in various roles at Clerical Medical, transferring to the investment team in 1987 and then the UK equity team in 1990. He holds a BA honours degree in philosophy and economics from the University of East Anglia.

Objective

The objective of the Sub-Fund is to provide an enhanced level of income with potential for capital growth. The policy of the Sub-Fund is to invest primarily in UK listed equity and equity related securities. In addition the Sub-Fund will employ derivatives strategies for efficient portfolio management purposes only. Specifically, the Sub-Fund will utilise a derivatives strategy designed to generate additional income.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.0%
2018 -11.4% -5.5% 6.5% -1.4% -10.7%
2017 11.7% 4.4% 2.5% 0.1% 4.3%
2016 15.3% -0.6% 1.7% 8.0% 5.7%
2015 0.1% 5.0% -1.9% -7.3% 4.8%
2014 3.4% -1.7% 2.6% 1.3% 1.2%
2013 20.3% 6.8% 0.4% 5.5% 6.4%
2012 18.7% 8.0% -1.1% 5.9% 4.9%
2011 -2.6% 0.8% 2.4% -11.9% 7.1%
2010 16.7% 7.4% -8.6% 12.7% 5.4%
2009 13.8% 18.1% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/03/2009
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B8SFP070

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • 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).