Fact sheet: Insight Global Absolute Rtn

Fund information

Fund name
Insight Global Absolute Return Inst W Acc
Fund company manager
Insight (BNY Mellon)
Fund type
OIC
Fund manager
Steve Waddington
since 11/02/2013
Fund objective
To deliver positive returns on an annual basis with the prospect of attractive long-term capital growth.
Benchmark
LIBOR GBP 3 month
Investment style
Flexible,Total Return,Absolute Return
Investment method
None

Performance snapshot

Quick stats

1 Year return

7.94 %

1 Year rank in sector

21/71

Sector

UT Targeted Absolute Return

Yield

1.33

Fund size

£ 354.4 m

FE Risk score

34

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Not Specified
    22.484%
  • Europe
    13.899%
  • USA
    13.714%
  • Global Emerging Markets
    12.985%
  • UK
    12.711%
  • Money Market
    12.445%
  • Others
    9.691%
  • Hedge
    7.7752%
  • Global Emerging Market Government Fixed Interest
    6.2%
  • European Equities
    6.012%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.13 %5.94 %7.94 %8.82 %0 %
Sector0.77 %2.85 %4.12 %7.83 %18.9 %
Rank within sector21 / 7711 / 7421 / 7126 / 56 /
Quartile th2 nd1 st2 nd2 nd th

Calendar performance

YTD-20172016201520142013
Fund4.25 %4.4 %-1.84 %4.97 %0 %
Sector2 %0.97 %2.2 %2.51 %6.51 %
Rank within sector10 / 7719 / 7057 / 6423 / 55 /
Quartile th1 st2 nd4 th2 nd th

Risk statistics

Alpha-1.96
Beta2.01
Sharpe-0
Volatility4.68
Tracking error3.62
Information ratio0.1
R-Squared0.53

Price movement

52 week high115.27
52 week low106.23
Current bid price0
Current offer price0
Current mid price115.27

Holdings by region

  • 22.484% Not Specified
  • 13.899% Europe
  • 13.714% USA
  • 12.985% Global Emerging Markets
  • 12.711% UK
  • 12.445% Money Market
  • 2.903% Asia
  • 2.533% Japan
  • 1.972% Germany
  • 1.926% International

Holdings by sector

-

Holdings by asset type

  • 12.445% Money Market
  • 9.691% Others
  • 7.7752% Hedge
  • 6.2% Global Emerging Market Government Fixed Interest
  • 6.012% European Equities
  • 5.83% UK Equities
  • 5.826% Global Emerging Market Equities
  • 5.81% US Equities
  • 4.241% European High Yield Fixed Interest
  • 3.725% UK Corporate Fixed Interest

Individual holdings

-