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 has generated attractive growth ahead of its cash benchmark, in line with its performance objective, since its launch in September 2009.
As at 30 September 2018. 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 profiles
Fund and strategy updates
Multi-asset monthly (January 2019): Insight Broad Opportunities Fund
Risk assets rallied from the oversold conditions at the end of 2018. It’s possible that the rout was sufficient to impact policy thinking. The strategy performed strongly in January, more than reversing December’s decline.
Multi-asset quarterly: Insight Broad Opportunities Fund
After a very difficult investment environment in 2018, accelerating falls across numerous risk markets left December as one of the worst months since the great financial crisis, leading to a negative return for the quarter as a whole.
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.
Multi-asset monthly (December): Insight Broad Opportunities Fund
The portfolio recorded a negative return over the month. For now our appetite for running significant directional exposure is limited but pockets of volatility present opportunities for alternative strategies that can benefit from elevated levels of stress.
Multi-asset monthly (November): Insight Broad Opportunities Fund
After a tumultuous October, hopes of a more benign run-in towards year-end soon faded. Fund performance was a small positive with strong gains from total return strategies (particularly ‘range-bound’ strategies) off-setting losses from more directional exposures.
Latest webinars and videos
Quarterly Broad Opportunities Strategy Review and Outlook
This is an opportunity to hear from Matt Merritt, Head of Multi-Asset Strategy Team, and Mike Ford, Portfolio Manager, who will update you on our views about the evolving economic and market environment and outline how these developments are shaping your diversified growth.
Prospectuses and scheme documents
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.
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 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
Report and accounts
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.