Fact sheet: OMW Insgt Brod Opps Pn

Fund information
Fund name
OMW Insight Broad Opportunities Pn
Fund manager company
Old Mutual Wealth Inst
Fund type
Pension Fund
Fund managers
  • Matthew Merrittsince 07/09/2009
  • Neil Walkersince 07/09/2009
Underlying fund
Insight Broad Opportunities
Fund objective
The Fund aims to deliver attractive positive long-term returns.
  • LIBID GBP 3 month
Investment style
Flexible,Total Return
Investment method
Quick stats
1 Year return
1 Year rank in sector
PN Specialist
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
Scot Eq Technology Pn60.1%
SIP Fidelity Gbl Technology Pn56.4%
FL AXA Framlington Gbl Tech AP54.7%
Zurich AXAFramGblTechPn53.7%
FL AXA Fram Gbl Tech EP53.1%
...more in PN Specialist

Performance snapshot

Holdings snapshot

  • No data available.
  • No data available.
  • International Equities39.7%
    Global Fixed Interest34.3%
    Commodity & Energy13.9%
    Money Market7%

Performance vs Sector

Cumulative performance
 1 mth3 mth6 mth1 yr3 yr5 yr
Rank within sector146 / 55485 / 554212 / 549340 / 531--
Calendar performance
 YTD - 20172016201520142013
Rank within sector130 / 550366 / 514383 / 449--
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 high1.08
52 week low0.98
Current bid price-
Current offer price-
Current mid price1.08
No data available.
Industry sector
No data available.
Asset type
1International Equities39.7%
2Global Fixed Interest34.3%
3Commodity & Energy13.9%
4Money Market7%
Individual holdings
No data available.
Fund manager group
Fund manager company
Old Mutual Wealth Inst
Fund type
Pension Fund
Fund objective
The Fund aims to deliver attractive positive long-term returns.
  • LIBID GBP 3 month
Investment style
Flexible,Total Return
Investment method
Fund managers
Matthew Merritt07/09/2009Matthew 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.
Neil Walker07/09/2009Neil 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.
No data available.
No data available.
Fund for sale in
United Kingdom
OMW Insight Broad Opportunities Pn
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price1.0765
Price updated19/05/2017
Institutional or retail classInstitutional
Citi codeKPOO
Data provided by

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Financial Express. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.