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(s)
Matthew Merritt
since 07/09/2009
Multi Asset Strategy team
since 01/06/2017
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

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

9.94 %

1 Year rank in sector

61/169

Sector

FO Mixed Asset - Flexible

Yield
-
Fund size

£ 4.0 b

FE Risk score

41

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International Equities
    39.9%
  • Global Fixed Interest
    34.81%
  • Commodity & Energy
    12.09%
  • Hedge
    9.75%
  • Money Market
    3.45%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund2.12 %5.69 %9.94 %13.95 %27.44 %
Sector2.01 %4.72 %8.54 %12.9 %25.11 %
Rank within sector75 / 18767 / 17961 / 16959 / 11643 / 84
Quartile th2 nd2 nd2 nd3 rd3 rd

Calendar performance

YTD-20182017201620152014
Fund1.3 %9.58 %4.54 %-1.7 %5.87 %
Sector1.48 %7.96 %3.43 %-0.06 %4.97 %
Rank within sector103 / 18456 / 16960 / 13887 / 11651 / 97
Quartile th3 rd2 nd2 nd3 rd3 rd

Risk statistics

Alpha0.66
Beta0.91
Sharpe0.12
Volatility4.67
Tracking error1.99
Information ratio0.15
R-Squared0.83

Price movement

52 week high1.5741
52 week low1.4208
Current bid price0
Current offer price0
Current mid price1.574

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 39.9% International Equities
  • 34.81% Global Fixed Interest
  • 12.09% Commodity & Energy
  • 9.75% Hedge
  • 3.45% Money Market

Individual holdings

-