Diversified Inflation Plus Fund
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.
As at 31 December 2018. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients. Fund size as at 31 March 2019.
Fund and strategy profiles
Fund and strategy updates
Quarterly update: Insight Broad Opportunities Strategy
The strategy performed solidly over the quarter, with all main components added to returns. The near-term outlook remains challenging, at least until some key event risks are in the rear-view mirror or a greater degree of economic clarity is forthcoming.
Monthly update: Insight Broad Opportunities Strategy
Our broad fixed income exposures, total return strategies and equities all contributed positively, while real assets were a small detractor. A further rally in government bonds proved to be the most notable market feature of the month.
Multi-asset 2019 outlook: Insight Broad Opportunities Fund
After a very difficult investment environment in 2018 the near-term outlook remains challenging, at least until some key event risks are in the rear-view mirror or a greater degree of economic clarity is forthcoming.
Using a multi-asset strategy within a broader portfolio
This paper observes the application of a multi-asset strategy within several common portfolio construction frameworks.
Latest webinars and videos
Quarterly Broad Opportunities Strategy Review and Outlook
This is an opportunity to hear from Matthew Merritt, Head of Multi-Asset Strategy Team, who 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
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.