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
Fund objective
The Fund aims to deliver attractive positive long-term returns.
Benchmark
3 Month EURIBID
Investment style
Total Return,Flexible
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

8.71 %

1 Year rank in sector

70/164

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
    38.11%
  • Global Fixed Interest
    36.99%
  • Commodity & Energy
    11.35%
  • Hedge
    8.69%
  • Money Market
    4.86%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund1.6 %5.08 %8.71 %15.09 %27.23 %
Sector1.33 %3.74 %7.5 %15.13 %24.65 %
Rank within sector71 / 18252 / 17370 / 16467 / 11245 / 82
Quartile th2 nd2 nd2 nd3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund8.09 %4.54 %-1.7 %5.87 %7.12 %
Sector6.99 %3.43 %-0.06 %4.97 %6.79 %
Rank within sector61 / 17166 / 14186 / 11851 / 10045 / 85
Quartile th2 nd2 nd3 rd3 rd3 rd

Risk statistics

Alpha-0.33
Beta0.92
Sharpe-0
Volatility4.89
Tracking error2.23
Information ratio-0.28
R-Squared0.8

Price movement

52 week high1.5326
52 week low1.3811
Current bid price0
Current offer price0
Current mid price1.5326

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 38.11% International Equities
  • 36.99% Global Fixed Interest
  • 11.35% Commodity & Energy
  • 8.69% Hedge
  • 4.86% Money Market

Individual holdings

-