Fact sheet: Insight Broad Opportunities

Fund information
Fund name
Insight Broad Opportunities B1 GBP
Fund manager company
Insight Investment Management
Fund type
OEIC
Fund managers
  • Neil Walkersince 06/09/2009
  • Matthew Merrittsince 06/09/2009
Fund objective
The Fund aims to deliver attractive positive long-term returns.
Benchmark
  • 3 month Libid GBP
Investment style
Total Return,Flexible
Investment method
None
Quick stats
1 Year return
0.9%
1 Year rank in sector
69/152
Sector
FO Mixed Asset - Flexible
Yield
-
Ongoing charge (OCF)
?A fund’s ongoing charges figure (OCF) is similar to the old-style total expense ratio. It reflects the annual charge to investors in the fund, in percentage terms, but does not include extra performance-related fees (where these are levied) or the fund’s trading expenses on its underlying investments.
0.66%
Fund size
£3,107m
FE Risk score
?FE Risk Scores measure the riskiness of instruments relative to the FTSE 100 index of shares. Weekly volatility is measured over three years with recent behaviour counting more heavily than earlier behaviour. Cash-type investments will have scores close to zero. Funds will tend to have scores in the 0-150 range. The FTSE 100 is always scored at 100. There is no upper limit.
35
Top in this sector
Fund name1 Year
Aria Absolut Inc Prtd UCITs30.9%
HSBC Pfl World Seltn 421.6%
Oasis Crescent Global Inc21.1%
Northstar Mgd Stg20.5%
Investec EmrgMktsMA20.4%
...more in FO Mixed Asset - Flexible

Performance snapshot

Holdings snapshot

  • No data available.
  • No data available.
  • Global Fixed Interest38.6%
    International Equities24.3%
    Hedge18.6%
    Commodity & Energy11.7%
    Money Market6.8%

Fund also available on these pension platforms:

Performance vs Sector

Cumulative performance
 1 mth3 mth6 mth1 yr3 yr5 yr
Fund-1.4%-2.6%1.9%0.9%8%25.6%
Sector-0.8%-0.8%2%0.5%7.3%23.4%
Rank within sector107 / 166133 / 16978 / 16369 / 15253 / 10642 / 77
Quartile3rd4th2nd2nd2nd3rd
Calendar performance
 YTD - 20162015201420132012
Fund2.5%-1.7%5.9%7.1%8.2%
Sector2.1%-0.1%5%6.8%6.9%
Rank within sector73 / 15393 / 12853 / 11051 / 9638 / 79
Quartile2nd3rd2nd3rd2nd
Risk statistics
Alpha
?Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. If the Alpha is 5, the fund has outperformed its benchmark by 5%; so the greater the Alpha, the greater the outperformance.
0.71
Beta
?Beta estimates a fund's volatility by comparison to that of its benchmark. A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa.
0.91
Sharpe
?This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash. The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk.
-0
Volatility
?Volatility (or standard deviation), when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period. For example, if a fund had an average return of 5%, and its volatility was 15, this would mean that the range of its returns over the period had swung between +20% and -10%.
5
Tracking error
?This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio. As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach. At 3 and above the the manager will be deploying a more active investment style.
2.33
Information ratio
?This is a useful risk-adjusted measure of actively managed fund performance. It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error. The higher the Information Ratio the better. It is generally considered that a figure of 0.5 reflects a good performance, 0.75 very good, and 1.00 outstanding.
0.19
R-Squared
?An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match. Values upwards of 0.7 suggest that the fund's behaviour is increasingly linked to its benchmark.
0.79
Price movement
52 week high1.44
52 week low1.32
Current bid price-
Current offer price-
Current mid price1.39
Region
No data available.
Industry sector
No data available.
Asset type
1Global Fixed Interest38.6%
2International Equities24.3%
3Hedge18.6%
4Commodity & Energy11.7%
5Money Market6.8%
Individual holdings
No data available.
Management
Fund manager group
Insight Invest Mgt (Gbl)
Fund manager company
Insight Investment Management
Fund type
OEIC
Fund objective
The Fund aims to deliver attractive positive long-term returns.
Benchmark
  • 3 month Libid GBP
Investment style
Total Return,Flexible
Investment method
None
Fund managers
NameSinceBiography
Neil Walker06/09/2009Neil joined Insight in November 2004 as an investment strategist and has over 10 years experience in this area. Neil holds a BA honours degree Philosophy, Politics and Economics from Jesus College, Oxford University and is a CFA charterholder.
Matthew Merritt06/09/2009Matthew joined Insight as head of strategy in September 2004. In this role he leads a team focusing on determining overall strategic and tactical asset allocation policy for Insight and ensuring effective implementation across the wide range of portfolios managed within the business. He joined from Citicorp where he was managing director, head of global equity strategy for Smith Barney. Prior to joining Citigroup in 2000 he was managing director, chief investment strategist at ING Barings which he joined in 1996. This followed four years at NatWest Securities as a global investment strategist. He started his career at the Bank of England in 1989. Matthew holds an M.Soc.Sc. from the University of Birmingham in Money, Banking and Finance and a BA honours degree in Economics from Nottingham University.
Compliance
Reporting Fund Status, UCITS IV Compliant
Domicile
No data available.
Fund for sale in
Finland, United Kingdom, Ireland, Offshore
Insight Broad Opportunities B1 EUR
Initial charge-
Annual charge0.5%
Min single investment£1,000,000
Min regular saving£100,000
Available in ISANo
Ongoing charge (OCF)0.7%
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price1.1357
CurrencyEUR
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeGT9E
Insight Broad Opportunities B1 GBP
Initial charge-
Annual charge0.5%
Min single investment£1,000,000
Min regular saving£100,000
Available in ISANo
Ongoing charge (OCF)0.66%
Total expense ratio (TER)0.89%
Bid price-
Offer price-
Mid price1.3908
CurrencyGBP
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFYB6
Insight Broad Opportunities B1 JPY
Initial charge-
Annual charge0.5%
Min single investment£150,000,000
Min regular saving£15,000,000
Available in ISANo
Ongoing charge (OCF)0.7%
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price100.3917
CurrencyJPY
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeM0VF
Insight Broad Opportunities B1p GBP
Initial charge-
Annual charge0.3%
Min single investment£1,000,000
Min regular saving£100,000
Available in ISANo
Ongoing charge (OCF)0.46%
Total expense ratio (TER)0.85%
Bid price-
Offer price-
Mid price1.3737
CurrencyGBP
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFYB7
Insight Broad Opportunities S EUR
Initial charge-
Annual charge-
Min single investment£100,000
Min regular saving£100,000
Available in ISANo
Ongoing charge (OCF)0.7%
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price0.9976
CurrencyEUR
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeKUBY
Insight Broad Opportunities S GBP
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£100,000
Available in ISANo
Ongoing charge (OCF)0.66%
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price1.2252
CurrencyGBP
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi code0XO9
Insight Broad Opportunities S USD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£100,000
Available in ISANo
Ongoing charge (OCF)0.2%
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price1.2703
CurrencyUSD
Price updated01/12/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi code0MVA
Data provided by

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