SPECIALIST EQUITIES

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Client Services Team

Insight Investment Specialist Equities

We focus on two distinct approaches to equity investment: absolute return and equity income

Our Absolute Return Equity Team aims to provide steady, attractive returns, regardless of the direction of the equity market.

Our Equity Income Team aims to generate attractive income over the long term.

SPECIALIST STRATEGIES TO DELIVER CONSISTENT OR ENHANCED EQUITY PERFORMANCE

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.

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. For more information on the specific risks associated with this Fund please refer to the Key Investor Information Document (KIID). Past performance is not a guide to future performance.

 

 

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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 is a UCITS meaning it must adhere to strict rules including diversification, concentration and risk limits.

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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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Positive returns over rolling 12-month periods, amounting to 3-Month Libid + 3% on a rolling annualised 5 year basis gross of fees and expenses.**

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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 Libid which Insight defines as 3-Month Libor minus 0.1 or 0.125%) + 3% pa 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.

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