Insight Broad Opportunities Fund

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Call our team on +44 20 7321 1928

or email European Business Development

Our Insight Broad Opportunities Fund aims to generate a return of cash plus 4% pa (net of fees) over rolling five-year periods, 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 and proven track record.

Performance

The Fund has generated attractive growth ahead of its cash benchmark, in line with its performance objective, since its launch in September 2009.

Snapshot

Multi-asset team in numbers

  • 2004 flagship multi-asset strategy launched
  • 200+ investment professionals back the team
  • 17YEARS team's average industry experience
  • €6.7bn Team's total strategy AUM

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Data as at 30 June 2017. Returns shown net of fees in GBP.

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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