Fact sheet: Insight Loan

Fund information
Fund name
Insight Loan S GBP
Fund manager company
Insight Investment Management
Fund type
Fund managers
  • Ranbir Singh Lakhpurisince 01/06/2010
Fund objective
The investment objective of the Fund is to seek to produce an annual interest-based return, primarily through investment in a portfolio of loans.
  • LIBOR GBP 3 month
Investment style
Investment method
Fixed Interest
Quick stats
1 Year return
1 Year rank in sector
FO Fixed Int - GBP
Fund size
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.
Top in this sector
Fund name1 Year
Royal London Stg ExYdBd16.8%
Capital International Strl RolUp10.2%
GS Sterling Cr Prtf9.7%
Wellington Stg Core Bd Plus8.4%
UBAM Sterling Bond8.2%
...more in FO Fixed Int - GBP

Performance snapshot

Holdings snapshot

Performance vs Sector

Cumulative performance
 1 mth3 mth6 mth1 yr3 yr5 yr
Rank within sector18 / 1815 / 184 / 1810 / 1610 / 168 / 15
Calendar performance
 YTD - 20172016201520142013
Rank within sector12 / 1812 / 151 / 1515 / 162 / 15
Risk statistics
?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.
?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.
?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.
?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%.
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.
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.
?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.
Price movement
52 week high1.36
52 week low1.29
Current bid price-
Current offer price-
Current mid price1.36
No data available.
Industry sector
No data available.
Asset type
No data available.
Individual holdings
No data available.
Fund manager group
Insight Invest Mgt (Gbl)
Fund manager company
Insight Investment Management
Fund type
Fund objective
The investment objective of the Fund is to seek to produce an annual interest-based return, primarily through investment in a portfolio of loans.
  • LIBOR GBP 3 month
Investment style
Investment method
Fixed Interest
Fund managers
Ranbir Singh Lakhpuri01/06/2010Ranbir joined the Fixed Income Group at Insight in May 2007 and is the portfolio manager for the Insight Loan Fund, as well as being responsible for Insight’s loan investments more widely. Ranbir was previously with BayernLB for three years as an Associate Director responsible for sourcing and transacting leveraged loans. Prior to this, he was a leveraged finance credit analyst at Lloyds TSB after joining as a relationship manager. He began his career as a financial sales associate at Lincoln National Corporation. Ranbir holds a BA honours degree in Politics from Warwick University. He also holds the Investment Management Certificate from the CFA Society of the UK.
No data available.
No data available.
Fund for sale in
Germany, Denmark, Finland, United Kingdom, Offshore, Sweden
Insight Loan S GBP
Initial charge4%
Annual charge-
Min single investment£250,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price1.3589
Price updated31/03/2017
Institutional or retail classInstitutional
Citi code0GTE
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