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    Multi-asset

    Multi-asset

    Insight's flagship multi-asset strategy aims to deliver attractive returns with less volatility than equities, by applying two broad principles.

    • Access to a broad opportunity set: We combine traditional market-based sources of return and strategies less reliant on market direction in aiming to deliver consistent returns through economic cycles.
    • Dynamically managed asset allocation: We seek exposure only where we see value and swiftly switch exposures as opportunities develop.

    We bring these principles together within a multi-dimensional risk framework.

    2004

    Flagship multi-asset strategy launched

    19 years

    Team’s average industry experience1

    285

    Investment professionals globally1

    A$11.4bn

    Managed globally for the underlying Insight broad opportunities strategy2

    Insight broad opportunities strategy

    Our Insight broad opportunities strategy aims to deliver returns in excess of inflation over rolling five-year periods and aims to deliver its targeted returns with less than half of the volatility of global equities as well as demonstrating materially lower drawdowns.3

    Meet some of our team

    Our dedicated team, formed of 15 investment professionals, has an average of over 19 years’ industry experience and draws on the knowledge and expertise of Insight’s 285 investment professionals to help design its solutions.1

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    Matthew Merritt

    Head of Multi-Asset Strategy Group

    Matthew Merritt

    Head of Multi-Asset Strategy Group

    Matthew joined Insight in September 2004 and is Head of the Multi-Asset Strategy Group.

    He joined from Citigroup where as Head of Global Equity Strategy for Smith Barney he ran a top-rated equity strategy unit. Prior to joining Citigroup in 2000 he was Managing Director, Chief Investment Strategist at ING Barings which he joined in 1996. This followed four years at NatWest Securities as a global investment strategist. He started his career at the Bank of England in 1989.

    Matthew holds an MSocSc from the University of Birmingham in Money, Banking and Finance and a BA (Hon) in Economics from Nottingham (Trent) University.

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    Steve Waddington

    Co-Deputy Head, Multi-Asset Strategy

    Steve Waddington

    Co-Deputy Head, Multi-Asset Strategy

    Steve joined Insight in January 2008 and is a portfolio manager within our Multi-Asset Strategy Group.

    Before joining Insight, he spent five years at BT Financial Group, Australia (formerly Rothschild Australia Asset Management) where, from 2004, he was Head of External Investments, responsible for fund management and investment research. Steve started his career at Savills Commercial Ltd, where he was responsible for advising institutional and private company clients on property investment and development.

    Steve holds a BSc (Hons) in Valuation and Estate Management from the University of the West of England, Bristol and an MBA from the Australian Graduate School of Management, University of New South Wales. He also holds the Investment Management Certificate from the CFA Society of the UK and is a Chartered Surveyor.

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    Michael Ford, CFA

    Co-Deputy Head, Multi-Asset Strategy

    Michael Ford, CFA

    Co-Deputy Head, Multi-Asset Strategy

    Michael joined Insight in November 2003 and is a portfolio manager within our Multi-Asset Strategy Group.

    Prior to joining Insight, Michael worked at Deutsche Asset Management as a graduate trainee and also within the Performance Measurement Team. Michael holds a BSc (Hon) in Economics from the University of Nottingham.

    He also holds the Investment Management Certificate from the CFA Society of the UK and is a CFA charterholder.

    Fund ratings
    Zenith

    Available on the following leading investment platforms or by using the application form in the Product Disclosure Statement (PDS): Hub 24, Netwealth, AMP North, Macquarie Wrap, BT Panorama, Praemium, One Vue, uXchange.1

    1The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned February 2021) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at https://www.zenithpartners.com.au/our-solutions/investment-research/fund-research-regulatory-guidelines/
    The rating issued 02/2022 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

    If you require an application form, please contact: insightau@insightinvestment.com

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