ABSOLUTE RETURN

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Insight Investment Absolute return

Opportunities that target a positive return, whatever the direction of the market

Our award-winning range of absolute return funds stand out in the market for having a strong track record of delivering what they say: positive returns in all market conditions. Indeed, 100% of our Absolute Insight fund range have outperformed their benchmark over three and five years*.

Our diverse fund range offers investors the ability to capture our best ideas for investment in their respective asset classes. These ideas are implemented using a flexible investment strategy that targets lower volatility than a traditional long-only investment approach.

*Source: Insight Investment, weighted by value as at 31 March 2014

A SMOOTHER PATH TO LONG-TERM GROWTH

DIVERSIFIED

Are you looking for higher investment returns in this low yield environment? 

Our flexible, broad spectrum ‘best ideas’ capabilities aim to produce attractive returns in all market conditions by harnessing the best opportunities in the market. Following an unconstrained approach we invest in a wide range of fixed income markets including government, corporate, high-yield, ABS, emerging markets and currencies.

Investors can access our leading capabilities on a segregated or pooled fund basis.

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Why the Bonds Plus and Bonds Plus 400 Funds?

  • Cash plus performance target: not tied to the confines of a traditional fixed income benchmark index allowing the managers to have much more freedom with regard to asset allocation in order to seek out different sources of return.
  • Derivatives freedom: the Fund’s managers are able to express both positive and negative views, aiming to generate positive performance in all market conditions.
  • Diversification: aims for consistent risk-adjusted returns by spreading its investments while operating within strict risk management parameters.
  • Effective tool for the return-seeking component of an LDI strategy: can be used as part of a pension scheme's investment strategy to help generate returns and improve the scheme's funding level.

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Includes government and corporate bonds (both investment grade and high yield), emerging market debt, currencies and derivatives.

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The Funds aim to outperform their benchmark by 2% and 4% pa respectively over rolling three-year periods, gross of management charges.*

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3-Month Sterling Libor

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QIF**

 

*The Funds have a performance aim of 3-Month Sterling Libor + 2%  and 4% pa respectively over rolling three-year periods, gross of fees. This is not a guarantee, may not be achieved and a capital loss may occur. Funds which have a higher performance aim generally take more risk to achieve this and so have a greater potential for the returns to be significantly different than expected.

**Authorised by the Central Bank in Ireland.

Please note the value of investments and any income from them will fluctuate and is not guaranteed (this may be partly due to exchange rate fluctuations). Investors may not get back the full amount invested. Past performance is not a guide to future performance.

HARNESSING THE BEST IDEAS IN FIXED INCOME FOR ABSOLUTE RETURNS IN ALL MARKET CONDITIONS