Insight Dynamic Opportunities Fund Class S Sterling Shares

Performance History31/08/2020
Growth of 1,000 (GBP) Advanced Graph
Insight Dynamic Opportunities Fund Class S Sterling Shares
Fund2.34.2-1.87.4-9.9
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
18/09/2020
 GBP 1.07
Day Change 0.12%
Morningstar Category™ Alt - Multistrategy
IA (formerly IMA) Sector -
ISIN IE00BCKFNQ58
Fund Size (Mil)
18/09/2020
 GBP 65.33
Share Class Size (Mil)
18/09/2020
 GBP 65.32
Max Initial Charge -
Ongoing Charge
11/02/2020
  0.16%
Investment Objective: Insight Dynamic Opportunities Fund Class S Sterling Shares
The investment objective of the Fund is to provide attractive, positive absolute returns in all market conditions.
Returns
Trailing Returns (GBP)18/09/2020
YTD-9.99
3 Years Annualised-1.34
5 Years Annualised0.32
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Matthew Merritt
06/11/2013
Inception Date
06/11/2013
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
EURIBID 3 month Yd EUR-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationYes
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Insight Dynamic Opportunities Fund Class S Sterling Shares31/07/2020
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock47.8133.0214.79
Bond41.367.7133.65
Property0.000.000.00
Cash172.72131.6841.04
Other10.540.0210.52
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
United Kingdom of Great Britain ... 13.47
Future on MSCI Emerging Market6.68
S And P Index Call O5.22
Nikkei 225 Index Put4.97
Usa Ultra Treasury B4.70
Insight Dynamic Opportunities Fund Class S Sterling Shares

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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