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

4.27 %

1 Year rank in sector

10/17

Sector

FO Fixed Int - GBP

Yield
-
Fund size

£ 312.1 m

FE Risk score

17

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.43 %1.93 %4.27 %15.91 %27.79 %
Sector0.13 %0.85 %3.94 %14.36 %23.1 %
Rank within sector4 / 167 / 1710 / 175 / 123 / 11
Quartile th1 st2 nd3 rd2 nd2 nd

Calendar performance

YTD-20172016201520142013
Fund3.48 %6.08 %4.97 %3.31 %5.92 %
Sector2.6 %8.66 %0.29 %10.4 %-0.4 %
Rank within sector11 / 1712 / 141 / 1210 / 123 / 11
Quartile th3 rd4 th1 st4 th2 nd

Risk statistics

Alpha4.75
Beta0.06
Sharpe0.81
Volatility1.91
Tracking error4.97
Information ratio0.05
R-Squared0.03

Price movement

52 week high1.3904
52 week low1.3376
Current bid price0
Current offer price0
Current mid price1.3904

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-