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Insight Global Multi-Strategy Inst W Acc

Ranked 175 out of 395 in - Balanced GBP 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 Sub-Fund is to achieve capital growth. The policy of the Sub-Fund is to gain exposure through a dynamic asset allocation to a range of asset classes including: fixed income, cash, near cash and deposits, equities, property, commodities and infrastructure. Exposure to these asset classes will be achieved through investment in collective investment schemes, transferable securities, money market instruments, deposits and derivatives.Investment in property, commodities and infrastructure will be indirect. The Sub-Fund may invest in any geographic or economic sectors of the world. The Sub-Fund may also use collective investment schemes to gain exposure to absolute return strategies and may use derivatives to obtain long and short exposures.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2018 - 31/03/2019
  • Rank 175/395 Total Return
  • Rank 186/395 Standard Deviation
  • Rank 149/395 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.4%
2018 -6.3% -4.4% 2.4% 1.9% -6.0%
2017 8.2% 2.7% 0.8% 1.3% 3.3%
2016 11.3% 1.0% 3.5% 4.8% 1.6%
2015 -0.6% 5.5% -3.5% -4.0% 1.7%
2014 5.8% 0.9% 2.4% 1.7% 0.7%
2013 -1.8% 2.1% 2.9%

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 GB00B84QL393

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).