Fact sheet: Insight Gbl Multi-Strategy

Fund information

Fund name
Insight Global Multi-Strategy Inst W Acc
Fund company manager
Insight (BNY Mellon)
Fund type
OEIC
Fund manager
Steve Waddington
since 11/02/2013
Fund objective
To achieve capital growth.
Benchmark
No Specified Index
Investment style
Balanced
Investment method
None

Performance snapshot

Quick stats

1 Year return

5.7 %

1 Year rank in sector

95/198

Sector

UT Mixed Investment 20-60% Shares

Yield

0.91

Fund size

£ 115.5 m

FE Risk score

52

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    28.18%
  • Europe
    15.37%
  • Not Specified
    15.02%
  • North America
    14.19%
  • Global Emerging Markets
    9.07%
  • UK Equities
    23.48%
  • North American Equities
    14.19%
  • Money Market
    6.36%
  • Global Emerging Market Government Fixed Interest
    6.27%
  • Others
    5.88%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.9 %2.34 %5.77 %15.3 %0 %
Sector-1.01 %1.88 %5.77 %18.71 %35.75 %
Rank within sector85 / 20561 / 20095 / 198137 / 174 /
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Calendar performance

YTD-20172016201520142013
Fund4.55 %11.06 %-0.87 %5.56 %0 %
Sector4.46 %10.25 %1.21 %4.98 %9 %
Rank within sector88 / 19985 / 189156 / 17674 / 162 /
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Risk statistics

Alpha-1.39
Beta1.1
Sharpe0.27
Volatility6.06
Tracking error1.92
Information ratio-0.45
R-Squared0.91

Price movement

52 week high129.72
52 week low118.4
Current bid price0
Current offer price0
Current mid price128.09

Holdings by region

  • 28.18% UK
  • 15.37% Europe
  • 15.02% Not Specified
  • 14.19% North America
  • 9.07% Global Emerging Markets
  • 6.36% Money Market
  • 5.76% USA
  • 3.03% International
  • 1.94% Japan
  • 1.08% Asia

Holdings by sector

-

Holdings by asset type

  • 23.48% UK Equities
  • 14.19% North American Equities
  • 6.36% Money Market
  • 6.27% Global Emerging Market Government Fixed Interest
  • 5.88% Others
  • 5.55% Hedge
  • 4.54% European Government Fixed Interest
  • 3.9% European Corporate Fixed Interest
  • 3.67% European Equities
  • 3.25% European High Yield Fixed Interest

Individual holdings

-