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Key facts

Insight Investment is a subsidiary company of a leading UK institution, HBOS plc

We have over £109.1bn assets under management as at 31 December 2007*.

  • We are a people-focused business; we understand that people deal with people, not companies or even products and services.

  • We recognise the importance of providing you with the very best investment solutions. Our process of building on our current investment range and on our fund management expertise is ongoing.

  • We aim to hire the very best people, and are investing in technology that will make a real difference to the service you receive.

* Includes £11.9 billion in swap overlay assets where we may not explicitly manage the assets backing the swaps.

Ratings


OBSR A Rated


Multi-Manager Funds

Diversified Dynamic Return Fund 

Wealth Builder Balanced 

Diversified High Income Fund

UK Dynamic Managed Fund 

Diversified Target Return Fund 

  


OBSR AA Rated

OBSR A Rated

OBSR A Rated

Single Strategy Fund

Monthly Income Fund
   


S&P
 A Rated

S&P A Rated

Fund Name

Global Alpha Fund

Wealth Builder Balanced

Diversified Dynamic Return Fund

European Small Cap

UK Dynamic Managed Fund

Diversified Target Return Fund


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A guide to the ratings

OBSR Fund Management Ratings Definition:
AA rating reflects a strong investment process, which is expected to produce superior long-term results within in its investment style.
A rating reflects a strong investment process, which should lead to above average long-term results within in its investment style.

Standard & Poor’s Fund Management Ratings Definition:
Funds rated by Standard & Poor's Fund Services demonstrate the  ability to provide above average returns over a long-term period (relative to funds in the same sector) along with a strong ability to adhere to a consistent investment process. The rating is based on an evaluation of qualitative (management, investment process, and organisation) and quantitative (historic performance, portfolio construction, and  volatility) factors, which contribute to long-term performance. The rating does not address the market, credit or counterparty risk of a fund, nor a fund's suitability as a counterparty or obligor.



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