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 GBP 3 month
Investment style
None
Investment method
Fixed Interest

Quick stats

1 Year return

4.13 %

1 Year rank in sector

12/17

Sector

FO Fixed Int - GBP

Yield
-
Fund size

£ 312.6 m

FE Risk score

17

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.18 %1.52 %4.13 %15.26 %27.4 %
Sector0.39 %0.58 %4.41 %12.76 %24.19 %
Rank within sector13 / 167 / 1712 / 172 / 124 / 11
Quartile th4 th2 nd3 rd1 st2 nd

Calendar performance

YTD-20172016201520142013
Fund3.67 %6.08 %4.97 %3.31 %5.92 %
Sector3.09 %8.66 %0.29 %10.4 %-0.4 %
Rank within sector10 / 1612 / 141 / 1210 / 123 / 11
Quartile th3 rd4 th1 st4 th2 nd

Risk statistics

Alpha4.71
Beta0.06
Sharpe0.76
Volatility1.9
Tracking error4.9
Information ratio0.15
R-Squared0.02

Price movement

52 week high1.3929
52 week low1.3436
Current bid price0
Current offer price0
Current mid price1.3929

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-