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

4.4 %

1 Year rank in sector

5/15

Sector

FO Fixed Int - GBP

Yield
-
Fund size

£ 310.7 m

FE Risk score

17

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.22 %1.88 %4.4 %15.49 %28.04 %
Sector0.43 %0.62 %2.05 %14.7 %24.8 %
Rank within sector10 / 147 / 155 / 155 / 124 / 11
Quartile th3 rd2 nd2 nd2 nd2 nd

Calendar performance

YTD-20172016201520142013
Fund3.04 %6.08 %4.97 %3.31 %5.92 %
Sector2.59 %8.66 %0.29 %10.4 %-0.4 %
Rank within sector8 / 1511 / 131 / 1210 / 122 / 11
Quartile th3 rd4 th1 st4 th1 st

Risk statistics

Alpha4.63
Beta0.06
Sharpe0.74
Volatility1.92
Tracking error4.98
Information ratio0
R-Squared0.02

Price movement

52 week high1.3845
52 week low1.3335
Current bid price0
Current offer price0
Current mid price1.3845

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-