Fact sheet: Insight Broad Opportunities

Fund information

Fund name
Insight Broad Opportunities B1 GBP
Fund company manager
Insight Investment Management
Fund type
SIB
Fund manager
Neil Walker
since 07/09/2009
Fund objective
The Fund aims to deliver attractive positive long-term returns.
Benchmark
3 Month Sterling Libid
Investment style
Total Return,Flexible
Investment method
None

Performance snapshot

Quick stats

1 Year return

6.34 %

1 Year rank in sector

73/167

Sector

FO Mixed Asset - Flexible

Yield
-
Fund size

£ 3.7 b

FE Risk score

38

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International Equities
    39.7%
  • Global Fixed Interest
    36.6%
  • Commodity & Energy
    13.3%
  • Hedge
    6.1%
  • Money Market
    4.3%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.65 %4.26 %6.34 %8.34 %26.67 %
Sector0.41 %2.84 %5.56 %10.45 %23.12 %
Rank within sector84 / 18258 / 17573 / 16770 / 10840 / 79
Quartile th2 nd2 nd2 nd3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund6.71 %4.54 %-1.7 %5.87 %7.12 %
Sector5.55 %3.43 %-0.06 %4.97 %6.79 %
Rank within sector62 / 17466 / 14286 / 11849 / 9943 / 83
Quartile th2 nd2 nd3 rd2 nd3 rd

Risk statistics

Alpha-0.2
Beta0.91
Sharpe-0
Volatility4.91
Tracking error2.23
Information ratio-0.21
R-Squared0.8

Price movement

52 week high1.5161
52 week low1.3811
Current bid price0
Current offer price0
Current mid price1.513

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 39.7% International Equities
  • 36.6% Global Fixed Interest
  • 13.3% Commodity & Energy
  • 6.1% Hedge
  • 4.3% Money Market

Individual holdings

-