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
Matthew Merritt
since 07/09/2009
Fund objective
The Fund aims to deliver attractive positive long-term returns.
Benchmark
3 Month GBP Libid
Investment style
Total Return,Flexible
Investment method
None

Performance snapshot

Quick stats

1 Year return

6.18 %

1 Year rank in sector

79/156

Sector

FO Mixed Asset - Flexible

Yield
-
Fund size

£ 3.6 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
Fund-0.11 %4.65 %6.29 %9.35 %26.84 %
Sector-0.23 %3.96 %5.89 %10.12 %23.96 %
Rank within sector77 / 17366 / 16879 / 15657 / 10143 / 72
Quartile th2 nd2 nd3 rd3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund5.25 %4.54 %-1.7 %5.87 %7.12 %
Sector4.71 %3.43 %-0.06 %4.97 %6.79 %
Rank within sector70 / 16863 / 13882 / 11347 / 9441 / 79
Quartile th2 nd2 nd3 rd2 nd3 rd

Risk statistics

Alpha-0.1
Beta0.91
Sharpe-0
Volatility4.94
Tracking error2.26
Information ratio-0.17
R-Squared0.8

Price movement

52 week high1.4961
52 week low1.3811
Current bid price0
Current offer price0
Current mid price1.4924

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

-