Diversified Inflation Plus Fund

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The Insight Diversified Inflation Plus Fund aims to deliver positive, long-term returns at least 5% in excess of inflation (RBA CPI Trimmed Mean) over a rolling 5-year period.1

Watch our video to learn about our approach to multi-asset investing.


Aims to deliver a smoother return path: we believe better investment outcomes are delivered by combining diversified solutions with effective risk management.

Smart, simple, effective: our approach is based on three principles: diversification, dynamic asset allocation and downside risk management.

Innovative blend: the Fund combines actively managed directional risk (aiming to make money when markets go up) with actively managed less directional sources of return (aiming to make money whether markets go up or down).

Strong track record: the Fund is based on our broad opportunities strategy which has been running for over 10 years and has consistently delivered attractive risk-adjusted returns over the medium term.

Managed by an experienced team: the Fund is managed by a highly experienced team, with a transparent investment process and proven track record.

Our flagship multi-asset strategy, the broad opportunities strategy, was launched over 10 years ago.



In numbers

  • 2004 flagship multi-asset strategy launched
  • 228 investment professionals globally
  • 17YEARS team's average industry experience
  • A$12.2bn managed globally for the underlying Insight Broad Opportunities Strategy
  • A$198.0m invested in the Insight Diversified Inflation Plus Fund

As at 31 March 2019. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients. Fund size as at 31 May 2019.



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Important information

The value of investments and any income from them will fluctuate and is not guaranteed (this may partly be due to exchange rate fluctuations). Investors may not get back the amount invested. Past performance is not a guide to future performance.

Derivatives may be used to generate returns as well as to reduce costs and/or the overall risk of the portfolio. Using derivatives can involve a higher level of risk. A small movement in the price of an underlying investment may result in a disproportionately large movement in the price of the derivative investment.

Investments in bonds are affected by interest rates and inflation trends which may affect the value of the portfolio.

The investment manager may invest in instruments which can be difficult to sell when markets are stressed.

While efforts will be made to eliminate potential inequalities between shareholders in a pooled fund through the performance fee calculation methodology, there may be occasions where a shareholder may pay a performance fee for which they have not received a commensurate benefit.

Property assets are inherently less liquid and more difficult to sell than other assets. The valuation of physical property is a matter of the valuer's judgement rather than fact.