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

10.29 %

1 Year rank in sector

65/167

Sector

FO Mixed Asset - Flexible

Yield
-
Fund size

£ 3.8 b

FE Risk score

39

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International Equities
    38.43%
  • Global Fixed Interest
    35.55%
  • Commodity & Energy
    11.1%
  • Hedge
    11.07%
  • Money Market
    3.85%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-0.37 %3.2 %10.29 %11.45 %27.09 %
Sector0.08 %3.05 %8.62 %11.15 %26.09 %
Rank within sector130 / 18473 / 17665 / 16762 / 11450 / 82
Quartile th3 rd2 nd2 nd3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund7.74 %4.54 %-1.7 %5.87 %7.12 %
Sector6.92 %3.43 %-0.06 %4.97 %6.79 %
Rank within sector67 / 17263 / 14388 / 11853 / 9946 / 85
Quartile th2 nd2 nd3 rd3 rd3 rd

Risk statistics

Alpha0.43
Beta0.91
Sharpe0.11
Volatility4.77
Tracking error1.98
Information ratio0.04
R-Squared0.84

Price movement

52 week high1.5424
52 week low1.3855
Current bid price0
Current offer price0
Current mid price1.5276

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 38.43% International Equities
  • 35.55% Global Fixed Interest
  • 11.1% Commodity & Energy
  • 11.07% Hedge
  • 3.85% Money Market

Individual holdings

-