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.
Read more about our process here.
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 30 September 2020. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients.
Application and account opening forms
Application form: Insight Broad Opportunities Fund
Application form for Insight Broad Opportunities Fund
Application form: Insight Broad Opportunities Fund (UK Occupational Pension Scheme Investors)
Application form for use by UK occupational pension scheme investors for Insight Broad Opportunities Fund.
Fund and strategy updates
Latest webinars and videos
Quarterly Broad Opportunities Strategy Review and Outlook
Hear from Matt Merritt, Head of Multi-Asset Strategy Team, and Portfolio Manager Steve Waddington, who provide a quarterly look at how market environments continue to evolve, and outline how these developments are shaping your diversified growth portfolio.
Prospectuses and scheme documents
AIF plc - Insight Broad Opportunities Fund supplement
This Supplement contains specific information in relation to Insight Broad Opportunities Fund, a sub-fund of Absolute Insight Funds p.l.c.
Absolute Insight Funds plc - prospectus
This Prospectus should be read in conjunction with the Supplement relating to the relevant Fund.
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
Insight on multi-asset
The starting point of any outcome-orientated approach to investment is a precise definition of the investment objective.
Global macro research: Dawn of the fiscal era?
With monetary policy reaching its limits, we believe that expansionary fiscal policy is likely to become the focus for policymakers in a future downturn.
Global macro research: corporate profits and the growth cycle
High and expanding margins provide a backdrop where corporates are able to plan investment decisions with a higher level of confidence.
Multi Asset strategy 15-year anniversary
The end of 2019 marked the 15-year anniversary of Insight’s broad opportunities strategy (IBOS) while last September saw the 10-year anniversary of its mirror fund – our flagship pooled vehicle, Insight’s Broad Opportunities Fund (IBOF).
Report and accounts
5-year performance table
|Calendar year returns||12-month rolling returns|
|Insight's broad opportunities strategy (pooled) (GBP)||13.13||-4.99||10.13||5.05||-1.19||-4.29||9.36||-2.40||9.07||3.37||GBP||30/09/2009|
|3-month GBP LIBID||0.68||0.60||0.23||0.38||0.45||0.29||0.70||0.53||0.21||0.41|
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.
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.