Insight Broad Opportunities Fund Class B1p Sterling SharesRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -0.1 | 6.5 | -9.5 | 5.6 | 2.7 | |
+/-Cat | -4.7 | -2.2 | 0.5 | -0.4 | 1.9 | |
+/-B’mrk | -5.4 | -1.5 | -0.2 | -3.7 | 1.4 | |
Category: GBP Flexible Allocation | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 27/03/2024 | GBP 1.73 | |
Day Change | -0.04% | |
Morningstar Category™ | GBP Flexible Allocation | |
IA (formerly IMA) Sector | - | |
ISIN | IE00B4ZPDK80 | |
Fund Size (Mil) 27/03/2024 | GBP 1613.54 | |
Share Class Size (Mil) 27/03/2024 | GBP 0.48 | |
Max Initial Charge | 0.30% | |
Ongoing Charge 31/12/2023 | 0.47% |
Morningstar Research |
Analyst Report | 25/05/2023 Matias Möttölä, Director Morningstar, Inc |
We have a positive view of Insight’s tenured multi-asset team but maintain a neutral view on the investment process. The cheapest share classes of Insight Broad Opportunities maintain a Morningstar Analyst Rating of Bronze while the... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Insight Broad Opportunities Fund Class B1p Sterling 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. |
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Management | ||
Manager Name Start Date | ||
Matthew Merritt 07/09/2009 | ||
Inception Date 07/09/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
LIBID 3 Month Yd USD | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Insight Broad Opportunities Fund Class B1p Sterling Shares | 29/02/2024 |
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