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

6.59 %

1 Year rank in sector

3/15

Sector

FO Fixed Int - GBP

Yield
-
Fund size

£ 306.0 m

FE Risk score

18

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.32 %2.44 %6.59 %15.2 %29.87 %
Sector-0.37 %2.72 %2.22 %17.44 %24.51 %
Rank within sector5 / 1713 / 173 / 159 / 146 / 13
Quartile th2 nd4 th1 st3 rd2 nd

Calendar performance

YTD-20172016201520142013
Fund2.44 %6.08 %4.97 %3.31 %5.92 %
Sector2.2 %8.66 %0.29 %10.4 %-0.4 %
Rank within sector11 / 1714 / 151 / 1413 / 142 / 13
Quartile th3 rd4 th1 st4 th1 st

Risk statistics

Alpha4.57
Beta0.05
Sharpe0.69
Volatility1.93
Tracking error5.1
Information ratio-0.14
R-Squared0.02

Price movement

52 week high1.3764
52 week low1.3101
Current bid price0
Current offer price0
Current mid price1.3764

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-