Fact sheet: Insight Loan

Fund information

Fund name
Insight Loan S GBP
Fund company manager
Insight Investment Management
Fund type
SIB
Fund manager
Azhar Hussain
since 31/03/2008
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

4.68 %

1 Year rank in sector

5/14

Sector

FO Fixed Int - GBP

Yield
-
Fund size

£ 310.1 m

FE Risk score

17

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.12 %1.61 %4.68 %15.58 %28.69 %
Sector-0.76 %1.42 %0.66 %15.94 %24.76 %
Rank within sector3 / 148 / 145 / 147 / 115 / 10
Quartile th1 st3 rd2 nd3 rd2 nd

Calendar performance

YTD-20172016201520142013
Fund2.82 %6.08 %4.97 %3.31 %5.92 %
Sector2.22 %8.66 %0.29 %10.4 %-0.4 %
Rank within sector8 / 1411 / 121 / 1110 / 112 / 10
Quartile th3 rd4 th1 st4 th1 st

Risk statistics

Alpha4.65
Beta0.06
Sharpe0.75
Volatility1.91
Tracking error4.95
Information ratio-0.03
R-Squared0.02

Price movement

52 week high1.3815
52 week low1.3262
Current bid price0
Current offer price0
Current mid price1.3815

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-