ABSOLUTE RETURN

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Insight Investment Absolute return

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

Our range of absolute return funds stand out in the market for having a strong track record, with all of our absolute return strategies outperforming their benchmarks over three and five year periods.*

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 of 30 June 2015

A SMOOTHER PATH TO LONG-TERM GROWTH

ABSOLUTE INSIGHT EQUITY MARKET NEUTRAL FUND

The potential to deliver positive returns no matter what the direction of the equity market.

This Fund is designed to generate absolute returns with low volatility. It deploys a diversified portfolio to generate growth that is not correlated with mainstream asset classes.

Our objective is to deliver returns over the long-term from stock picking by holding pairs of long and short positions to hedge out unwanted risk. 

Investments in certain share classes of this Fund are currently restricted. Please contact your relationship manager for up to date details. The current holdings of existing investors are not affected. Investors are able to sell all or part of an existing holding as normal.

 

 

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Why the Absolute Insight Equity Market Neutral Fund?

  • Stability: aims to deliver positive returns, irrespective of how the market is performing.
  • Diversification: targets returns that don’t correlate with mainstream asset classes and strategies.
  • Lower volatility: the strategy is designed to provide a smoother path to returns than a traditional long only approach.
  • Liquidity: you can place and withdraw money easily.
  • Strong governance and regulation: the Fund’s UCITS structure gives you transparency and liquidity within a clear regulatory framework. 

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Invests primarily in equities and equity-related securities. The Fund will have a bias to UK and European companies.

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3-Month Sterling Libid + 3% p.a. over a market cycle

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3-Month Sterling Libid

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UCITS


The Fund changed its name and investment policy on 28 August 2013. Prior to this change, the Fund was known as the Absolute Insight UK Equity Market Neutral Fund.

* The Fund has a performance aim of cash (3-Month Sterling Libid, which Insight defines as 3-Month Sterling Libor minus 0.1% or 0.125%) plus 3% p.a. over a market cycle (typically 5 years) before 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.

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.

EXCELLENCE IN STOCK SELECTION COMBINED WITH PAIR-TRADING TO MINIMISE RISK