Insight Broad Opportunities Fund
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.
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.
The Fund has generated attractive growth ahead of its cash benchmark, in line with its performance objective, since its launch in September 2009.
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Fund and strategy updates
Multi-asset monthly: Insight Broad Opportunities Fund
The portfolio generated a return of -3.2% in February. The equity component was the main driver of performance as many equity markets recorded their largest drawdown since the summer of 2015. The sell-off was triggered by extreme market moves in US volatility products.
Multi-asset annual 2018: Insight Broad Opportunities Fund
The most immediate question on our minds is: “how long can the global economic upswing continue without invoking a material uptick in inflation expectations?”
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Prospectuses and scheme documents
- AIF plc - Insight Broad Opportunities Fund supplement
Absolute Insight Funds plc - prospectus
The Directors of Absolute Insight Funds p.l.c. whose names appear in this Prospectus accept responsibility for the information contained in this Prospectus.
Absolute Insight Funds plc additional information for UK investors
This document consists of supplementary information provided for investors in the United Kingdom and is intended to be read in conjunction with the latest Prospectus and Key Investor Information Documents of Absolute Insight Funds plc.
- Absolute Insight Funds plc Memorandum and Articles of Association
Annual investment update
Overall 2017 was a good year for risk assets but a poor year for the US dollar, contrary to market expectations at the start of the year, when interest rate differentials were expected to be a driver of dollar strength. Credit clearly outperformed government bonds and government bonds traded sideways, with a little volatility at times.
Insight on multi-asset
The starting point of any outcome-orientated approach to investment is a precise definition of the investment objective.
Report and accounts
Data as at 31 December 2017. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients.
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.
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