Insight Dynamic Opportunities Fund Class S Sterling Shares

Performance History29/02/2020
Growth of 1,000 (GBP) Advanced Graph
Insight Dynamic Opportunities Fund Class S Sterling Shares
Fund2.34.2-1.87.4-4.0
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
31/03/2020
 GBP 1.04
Day Change 0.86%
Morningstar Category™ Alt - Multistrategy
IA (formerly IMA) Sector -
ISIN IE00BCKFNQ58
Fund Size (Mil)
31/03/2020
 GBP 91.64
Share Class Size (Mil)
31/03/2020
 GBP 91.64
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)31/03/2020
YTD-12.66
3 Years Annualised-1.69
5 Years Annualised-0.69
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 Shares29/02/2020
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock91.8264.8127.01
Bond27.4210.4017.02
Property0.750.000.75
Cash120.5776.8843.68
Other11.640.1111.53
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
Eurozone42.28
United States39.21
United Kingdom18.01
Europe - ex Euro0.28
Asia - Developed0.10
Top 5 Sectors%
Financial Services16.26
Technology15.03
Healthcare11.49
Consumer Cyclical11.08
Industrials10.89
Top 5 HoldingsSector%
Option on S&P 500 PR21.97
Euro Stoxx 50 Index Dividend Fut... 6.51
Usa Ultra Treasury B6.25
United Kingdom of Great Britain ... 4.64
Euro Stoxx 50 Index Dividend Fut... 4.39
Insight Dynamic Opportunities Fund Class S Sterling Shares

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