Insight Broad Opportunities Fund
Our Insight Broad Opportunities Fund looks to generate a return of cash plus 4.5% pa (gross of fees) over rolling five-year periods, 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).
Robust 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 and proven track record.
The fund was launched in September 2009 to provide pooled fund clients with access to the underlying strategy that was launched in 2004. The track record for the strategy is shown below.
As at 31 March 2019. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients.
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Multi-asset monthly: Insight Broad Opportunities Fund
Against a backdrop of broad based gains across developed and developing equity markets the strategy performed solidly in April, building on March’s gains.
Multi-asset quarterly: Insight Broad Opportunities Fund
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.
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.
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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.