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Insight Dynamic Opportunities Fund Class S Sterling Shares

Performance History30/11/2019
Growth of 1,000 (GBP) Advanced Graph
Insight Dynamic Opportunities Fund Class S Sterling Shares
Fund1.42.34.2-1.86.9
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
10/12/2019
 GBP 1.18
Day Change -0.06%
Morningstar Category™ Alt - Multistrategy
IA (formerly IMA) Sector -
ISIN IE00BCKFNQ58
Fund Size (Mil)
10/12/2019
 GBP 105.13
Share Class Size (Mil)
10/12/2019
 GBP 105.13
Max Initial Charge -
Ongoing Charge
09/07/2019
  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)10/12/2019
YTD6.74
3 Years Annualised2.97
5 Years Annualised2.50
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 Shares30/11/2019
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.2372.2126.01
Bond433.41179.43253.98
Property2.210.002.21
Cash123.59314.12-190.53
Other10.702.388.32
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
Usa Long Bond Future395.20
Cdsw B 122413.22
Nikkei 225 Index Future Dec1910.02
Option on S&P9.67
DJ EURO STOXX 50 DIV8.89
Insight Dynamic Opportunities Fund Class S Sterling Shares
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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