Diversified Inflation Plus Fund

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Our 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 period1, along with materially lower volatility than equity markets.

Benefits

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.

Performance

Snapshot

Snapshot

In numbers

  • 12year track record for the underlying Insight Broad Opportunities Strategy
  • 10 investment professionals in Multi Strategy Team
  • A$10bn managed globally for the underlying Insight Broad Opportunities Strategy
  • A$154.4m invested in the Insight Diversified Inflation Plus Fund

Distribution

Factsheets

Fund and strategy profiles

Fund and strategy updates

Latest webinars and videos

Product disclosure statement

Recent thinking

Unit Prices

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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