A diversified growth strategy that aims to offer equity-like returns without the volatility.
This Fund aims to provide positive long-term returns with lower volatility than equity funds. It invests dynamically across a wide range of asset classes by accessing what we believe to be best ideas sourced both internally and from external managers. Its flexible approach to asset allocation means decisions can be taken efficiently: capturing upside when markets are rising and limiting downside risk when they are falling.
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![IC_benefits_190x110[136x110]](http://www.insightinvestment.com/global/682/4130/IC_benefits_190x110_136x110_.jpg)
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Why the Insight Broad Opportunities Fund?
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Equity-like returns: we use a wide investment spectrum to achieve strong long-term risk-adjusted returns with significantly lower volatility.
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Dynamic asset allocation: money can be moved quickly across asset classes to reflect economic changes.
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An outcome-oriented approach: asset classes are valued on a fundamental basis and investments are only held when there is a potential for positive, risk-adjusted returns.
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Exposure through liquid holdings: we focus on exposure through liquid investments that can easily be traded once their value is realised or asset class preferences change.
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A one-stop solution: the way we work makes our overall investment strategy more coherent, reducing time and money spent on hiring and monitoring a series of different managers.
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Active risk management: risk is actively managed helping the Fund to participate in a rising market while limiting losses when markets are falling.
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![IC_universe_190x110[136x110]](http://www.insightinvestment.com/global/682/4130/IC_universe_190x110_136x110_.jpg)
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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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![IC_Target_190x110[136x110]](http://www.insightinvestment.com/global/682/4130/IC_Target_190x110_136x110_.jpg) |
3-Month Sterling Libid plus 4% to 6% pa (gross) over a market cycle*
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![IC_benchmark_190x110[136x110]](http://www.insightinvestment.com/global/682/4130/IC_benchmark_190x110_136x110_.jpg)
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3-Month Sterling Libid
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![IC_structure_190x110[136x110]](http://www.insightinvestment.com/global/682/4130/IC_structure_190x110_136x110_.jpg) |
UCITS
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* The Fund has a performance aim of cash (3-Month Libid which Insight defines as 3-Month Libor minus 0.1% or 0.125%) + 4% to 6% pa over a market cycle (typically 5 to 7 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.
WE USE A WIDE INVESTMENT SPECTRUM TO ACHIEVE STRONG LONG-TERM RISK-ADJUSTED RETURNS