Insight Broad Opportunities Fund Class B1p Yen SharesRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 1.7 | -3.2 | -12.5 | -11.4 | -6.4 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Allocation | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 20/05/2024 | JPY 116.01 | |
Day Change | -0.28% | |
Morningstar Category™ | Other Allocation | |
ISIN | IE00BSMSXQ44 | |
Fund Size (Mil) 20/05/2024 | GBP 1500.23 | |
Share Class Size (Mil) 20/05/2024 | JPY 2512.39 | |
Max Initial Charge | 0.50% | |
Ongoing Charge 31/12/2023 | 0.71% |
Investment Objective: Insight Broad Opportunities Fund Class B1p Yen Shares |
The investment strategy of the fund is to purchase units in the Insight Broad Opportunities Fund. That fund aims to deliver attractive, positive long-term returns of 3 - 5% p.a. over 3-month Libid (net of fees and expenses) over the course of an investment cycle. The fund is a diversified growth vehicle which employs a dynamic asset allocation strategy across a broad range of assets, some of which may be accessed via ¡®best of breed¡¯ funds sourced within Insight or externally. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Matthew Merritt 07/09/2009 | ||
Inception Date 18/12/2014 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
LIBID 3 Month Yd USD | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Insight Broad Opportunities Fund Class B1p Yen Shares | 30/04/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|