DIVERSIFIED GROWTH (MULTI-ASSET)

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Diversified Growth (Multi-asset) - 18 KB

Delivering attractive risk-adjusted returns with low volatility

Don’t compromise between attractive returns and low volatility. Our multi-asset, diversified growth strategies aim for both. Designed for today’s uncertain environment, they are flexible enough to unearth the best opportunities for growth, yet robust enough to manage the downside. Our aim is to generate returns that are both strong and stable.

* Source: Greenwich Associates' 2014 Evaluations by UK Investment Consultants research. Results are based on interviews with 13 UK consultants evaluating multi-asset managers in 2014.

INSIGHT RANK TOP QUARTILE FOR MULTI ASSET SERVICE QUALITY*

BROAD OPPORTUNITIES FUND

A diversified growth strategy that aims to offer equity-like returns with low volatility.

Insight's Broad Opportunities Fund aims to generate attractive returns over the long term with lower volatility than conventional approaches. The managers blend the active management of directional risk across a wide range of asset classes with strategies targeting less directional sources of return.

It is a global outcome-oriented fund that invests in multiple asset markets, including equity and fixed income, and uses other instruments and total return strategies to generate returns in more ways than conventional approaches. It aims to deliver attractive, stable growth over the long-term, through all market conditions.

 

 

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Why the Insight Broad Opportunities Fund?

  • Broad opportunity set: a wide range of asset classes and investments can be used to maximise the potential for positive returns through all market conditions.
  • Dynamic asset allocation: money can be moved swiftly across asset classes to reflect changes in the prevailing economic outlook, to exploit short-term opportunities or with the aim of ensuring effective downside protection.
  • Active risk management: an integrated approach to risk management aims to limit downside risk.

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Invests directly, or via funds, across a broad range of asset classes including equities, fixed income, real assets, total return funds and strategies, commodities, property, derivatives, cash and currency.

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3-Month Sterling Libid plus 4% to 6% pa (gross) over a market cycle*

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3-Month Sterling Libid

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UCITS


* The Fund aims to deliver attractive, positive long-term returns of 3 - 5% p.a. over 3-month Libid (NET of fees and expenses) over the course of an investment cycle. 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.

WE USE A WIDE INVESTMENT SPECTRUM TO ACHIEVE STRONG LONG-TERM RISK-ADJUSTED RETURNS