Diversified Inflation Plus Fund
Our Insight Diversified Inflation Plus Fund aims to deliver attractive, positive long term returns of 5% p.a. in excess of inflation over a rolling 5-year period1, along with materially lower volatility than equity markets.
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 Insight’s broad opportunities strategy which has been running for over 10 years and has delivered its targeted return and volatility outcomes with high levels of consistency.
Managed by an experienced team: the Fund is managed by a highly experienced team, with a transparent investment process.
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 generated a return of -3.1% in February. The equity component was the main driver of performance as many equity markets recorded their largest drawdown since the summer of 2015. The sell-off was triggered by extreme market moves in US volatility products.
Annual update: Insight Broad Opportunities Strategy
The most immediate question on our minds is: “how long can the global economic upswing continue without invoking a material uptick in inflation expectations?”
Latest webinars and videos
Quarterly Broad Opportunities Strategy Review and Outlook
In this 20 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.
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.
Product disclosure statement
Thoughts for 2018
After years of sustained global growth and buoyant asset prices, investors face a number of significant potential turning points in 2018. We share our thoughts on some of the major investment themes and the opportunities and challenges they present.
Insight on multi-asset
Using a diversified growth strategy to target attractive risk-adjusted absolute returns over the medium term? How Insight's multi-asset strategy can help achieve this objective.
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.
Team statistics as at 31 December 2017. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients. Fund size as at 31 January 2018.
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.
*Please read important information about Insight's data collection policies HERE before sharing your personal information with us on email.