Insight broad opportunities strategy
Our Insight broad opportunities strategy is designed to access an opportunity set broad enough to give us high levels of confidence that we can deliver a smoother path towards our targeted returns, through a wide range of market environments.
A smoother return path: The strategy aims to deliver returns of cash +4.5% pa (gross of fees) 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.
Differentiated approach: Two key principles underpin and differentiate our approach:
- Having the flexibility to invest across a broad range of asset classes and strategies (traditional and alternative) with the aim of generating returns and spreading risk.
- A dynamic approach to asset allocation, only investing in asset classes or strategies where we see potential for a positive return and actively shifting exposures as the opportunity set evolves.
This flexibility is harnessed within a multi-dimensional risk management framework with focus on containing downside.
Dedicated team: Our investment process harnesses the specialist skills of Insight’s Multi-Asset Strategy Group, a team of ten dedicated portfolio managers and one analyst with an average of 18 years’ experience. Overall responsibility for the strategy lies with the team leader, Matthew Merritt.
The underlying strategy was launched in 2004 and the track record is shown below. In September 2009 we launched a UCITS fund, the Insight Broad Opportunities Fund, to provide access to the strategy through a pooled investment vehicle.
Strategy performance against target since inception
Snapshot of the Insight Broad Opportunities Fund
As at 31 March 2022. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients.
10-year performance table
|Calendar year returns||12-month rolling returns|
|Insight's broad opportunities strategy (pooled) (EUR)||6.91||-0.24||11.68||-6.08||9.14||4.10||-1.92||6.03||7.05||--||3.55||14.17||-6.07||1.17||2.83||6.98||-6.33||9.76||5.22||--||EUR||31/10/2012|
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.
The performance results shown, whether net or gross of investment management fees, reflect the reinvestment of dividends and/or income and other earnings. Any gross of fees performance does not include fees, taxes and charges and these can have a material detrimental effect on the performance of an investment. Taxes and certain charges, such as currency conversion charges may depend on the individual situation of each investor and are subject to change in future.
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.
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.
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.