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
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.
Matt Merritt shares his view of the Australian market, global equity markets and managing portfolio risk.
Fund and strategy profiles
Fund and strategy updates
Monthly update: Insight Broad Opportunities Strategy
The strategy made a small gain of 0.4% in November, taking the year-to-date return to 10.4%. Our gains this month were predominantly down to our total return strategies with our broad exposures to equity and fixed income delivering flattish returns.
Quarterly update: Insight Broad Opportunities Strategy
The strategy made a gain of 2.5% in Q3 2017, with equities the stand out performer. Our total return strategies, fixed income holdings and real assets also gained.
Multi-Asset Annual update: Insight Broad Opportunities Strategy
Global growth looks to be enjoying an upswing going into 2017 and the up-turn looks a little more broad-based than the previous growth spurts in recent years. Whether this breaks our “ mini-cycle” thesis remains to be seen, but in the early part of the year we are unlikely to fight the cyclical...
Latest webinars and videos
The great investment conundrum
Listen to Matthew Merritt, Head of Multi-Asset Strategy Group at Insight Investment talk about the Australian market, the opportunities Insight’s multi-asset team has found in recent years, and how to manage risks in light of the equity market valuations and the potential for rising rates in the future.
Quarterly Broad Opportunities Strategy Review and Outlook
In this 21 minute discussion, Matthew Merritt, Head of Multi-Asset Strategy Team, will update you on our views about the evolving economic and market environment and outline how these developments are shaping your diversified growth.
Product disclosure statement
¹ While the Fund aims to deliver an absolute return above Australian inflation, it is not an inflation-hedged product and as such will not attempt to directly move in line with Australian inflation rates.
Data as at 30 June 2017. Returns shown gross of fees, in AUD. Fund inception date: 16 July 2014.
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.
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