Insight Global Absolute Return Fund
Our Insight Global Absolute Return Fund aims to generate an annualised return of cash plus 4% (before fees or charges) over rolling five-year periods, while also generating positive returns over rolling 12-month periods.
To achieve this aim, compared to the Insight broad opportunities strategy, the Fund has a lower allocation to equities, and a higher allocation to total return strategies, non-government bonds, infrastructure and cash.
This Fund is distributed by BNY Mellon Investment Management.
Identifying attractive opportunities: we invest worldwide across stock markets, bonds, infrastructure, property and commodities, as well as specialist investment strategies that aim to generate positive returns with less reliance on markets rising. We select investments on the basis of the return opportunities they appear to offer at different points in time. Broadening the choice of investments improves our ability to grow money more consistently.
Smoother investment journey: we invest across a range of markets and strategies. This helps to spread, or diversify, risks because gains in some investments can offset unexpected losses in others. We dynamically manage the Fund, aiming to capture gains while containing losses in accordance with our risk management process. Our diversified and dynamic approach aims to generate growth over time, while also using sophisticated techniques that aim to shield the Fund from the worst market fluctuations. Our specialist investment strategies include the use of derivatives to achieve these aims and aid efficient management of the Fund, but this can also involve a higher level of risk.
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 since its launch in February 2013.
Fund and strategy updates
Multi-asset quarterly: Global Absolute Return Fund
The portfolio made a return of -2.88% in Q1 2018, net of fees. Extreme market moves in US volatility products at the start of February, an increase in global trade tensions and profit taking in US technology stocks combined to make it a weak quarter for equities.
Multi-asset monthly: Global Absolute Return Fund
The portfolio generated a return of -0.79% in March, net of fees. The negative contribution from the equity component was partially offset by profits from government bonds and downside protection strategies within the total return strategies component.
Multi-asset annual: Global Absolute Return 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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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.
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.
Investment in mutual funds exposes the portfolio to the underlying risks of these funds.
Exposure to international markets means exposure to changes in currency rates which could affect the value of the portfolio.
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