Fact sheet: Insight Loan

Fund information

Fund name
Insight Loan S GBP
Fund company manager
Insight Investment Management
Fund type
SIB
Fund manager(s)
Ranbir Singh Lakhpuri
since 01/06/2010
Fund objective
The investment objective of the Fund is to seek to produce an annual interest-based return, primarily through investment in a portfolio of loans.
Benchmark
LIBOR 3 month GBP
Investment style
None
Investment method
Fixed Interest

Quick stats

1 Year return

3.69 %

1 Year rank in sector

9/14

Sector

FO Fixed Int - GBP

Yield
-
Fund size

£ 312.7 m

FE Risk score

17

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.02 %1.22 %3.69 %15.46 %26.36 %
Sector0.09 %1.75 %3.62 %10.21 %24.12 %
Rank within sector9 / 1410 / 149 / 141 / 91 / 8
Quartile th3 rd3 rd3 rd1 st1 st

Calendar performance

YTD-20182017201620152014
Fund0 %3.69 %6.08 %4.97 %3.31 %
Sector0.11 %3.23 %8.66 %0.29 %10.4 %
Rank within sector / 10 / 1410 / 111 / 98 / 9
Quartile th th3 rd4 th1 st4 th

Risk statistics

Alpha4.67
Beta0.06
Sharpe0.75
Volatility1.89
Tracking error4.87
Information ratio0.18
R-Squared0.02

Price movement

52 week high1.3932
52 week low1.3551
Current bid price0
Current offer price0
Current mid price1.3932

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-