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

9.4 %

1 Year rank in sector

53/167

Sector

FO Mixed Asset - Flexible

Yield
-
Fund size

£ 3.9 b

FE Risk score

40

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International Equities
    38%
  • Global Fixed Interest
    36.03%
  • Commodity & Energy
    11.45%
  • Hedge
    7.67%
  • Money Market
    6.85%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund1.49 %3.63 %9.4 %12.78 %26.5 %
Sector0.75 %2.38 %7.64 %12.98 %24.47 %
Rank within sector54 / 18160 / 17653 / 16768 / 11346 / 81
Quartile th2 nd2 nd2 nd3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund8.71 %4.54 %-1.7 %5.87 %7.12 %
Sector7.37 %3.43 %-0.06 %4.97 %6.79 %
Rank within sector57 / 16861 / 13987 / 11651 / 9744 / 83
Quartile th2 nd2 nd3 rd3 rd3 rd

Risk statistics

Alpha0.4
Beta0.91
Sharpe-
Volatility4.68
Tracking error1.97
Information ratio0.04
R-Squared0.83

Price movement

52 week high1.5424
52 week low1.4101
Current bid price0
Current offer price0
Current mid price1.5414

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 38% International Equities
  • 36.03% Global Fixed Interest
  • 11.45% Commodity & Energy
  • 7.67% Hedge
  • 6.85% Money Market

Individual holdings

-