Insight Broad Opportunities Fund B1
IE00B4ZSNV82
Insight Broad Opportunities Fund B1/ IE00B4ZSNV82 /
NAV01/11/2024 |
Chg.-0.0059 |
Type of yield |
Investment Focus |
Investment company |
1.7711GBP |
-0.33% |
reinvestment |
Mixed Fund
Worldwide
|
Insight IM (EU) ▶ |
Investment strategy
The Fund aims to deliver attractive, positive returns, comprising both income and capital growth, over the long term (at least 5 years). The Fund will compare its performance against SONIA (90 day compounded). In addition the Fund seeks to generate returns of SONIA (90 day compounded) + 4.5% gross of fees over an annualised five year period. For performance reporting purposes, the share class is measured against the currency equivalent which is SONIA (90 day compounded).
The Fund seeks to achieve its objective by obtaining exposure to a broad range of different types of asset, including shares, bonds and real assets, such as property, infrastructure and commodities. To the extent permitted the Fund may take this exposure directly, via other collective investment schemes or through the use of appropriate derivative instruments. Underlying funds, including ETFs, are selected based on assessments including liquidity, trading costs and representation of underlying index exposure.
Investment goal
The Fund aims to deliver attractive, positive returns, comprising both income and capital growth, over the long term (at least 5 years). The Fund will compare its performance against SONIA (90 day compounded). In addition the Fund seeks to generate returns of SONIA (90 day compounded) + 4.5% gross of fees over an annualised five year period. For performance reporting purposes, the share class is measured against the currency equivalent which is SONIA (90 day compounded).
Master data
Type of yield: |
reinvestment |
Funds Category: |
Mixed Fund |
Region: |
Worldwide |
Branch: |
Multi-asset |
Benchmark: |
SONIA (90 day compounded) |
Business year start: |
01/11 |
Last Distribution: |
- |
Depository bank: |
State Street Custodial Services (IE) Ltd |
Fund domicile: |
Ireland |
Distribution permission: |
Austria, Germany, Switzerland, Czech Republic |
Fund manager: |
M.Merritt, Multi-Asset Strategy Team |
Fund volume: |
1.33 bill.
GBP
|
Launch date: |
01/09/2009 |
Investment focus: |
- |
Conditions
Issue surcharge: |
0.00% |
Max. Administration Fee: |
0.50% |
Minimum investment: |
1,000,000.00 GBP |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Key Investor Information: |
Download (Print version) |
Investment company
Funds company: |
Insight IM (EU) |
Address: |
160 Queen Victoria Street, EC4V 4LA, London |
Country: |
United Kingdom |
Internet: |
www.insightinvestment.com
|
Assets
Stocks |
|
31.20% |
Alternative Investments |
|
25.70% |
Bonds |
|
23.30% |
Real Estate |
|
10.50% |
Cash |
|
9.30% |