Insight Broad Opportunities Fund Class B1 Euro Shares

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Performance History30/11/2024
Growth of 1,000 (GBP) Advanced Graph
Insight Broad Opportunities Fund Class B1 Euro Shares
Fund4.9-0.2-5.91.41.5
+/-Cat-3.1-3.11.3-4.4-3.5
+/-B’mrk-5.2-4.81.4-7.0-5.9
 
Key Stats
NAV
04/12/2024
 EUR 1.36
Day Change -0.09%
Morningstar Category™ EUR Flexible Allocation - Global
ISIN IE00B74XF970
Fund Size (Mil)
04/12/2024
 GBP 1278.53
Share Class Size (Mil)
04/12/2024
 EUR 133.13
Max Initial Charge 0.50%
Ongoing Charge
31/12/2023
  0.71%
Morningstar Research
Analyst Report07/05/2024
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
People24
Parent23
Process23
Performance
Price
Investment Objective: Insight Broad Opportunities Fund Class B1 Euro 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
Trailing Returns (GBP)04/12/2024
YTD1.85
3 Years Annualised-0.92
5 Years Annualised0.70
10 Years Annualised2.11
12 Month Yield 0.00
Management
Manager Name
Start Date
Matthew Merritt
07/09/2009
Inception Date
01/10/2012
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
LIBID 3 Month Yd USDMorningstar EU Mod Gbl Tgt Alloc NR EUR
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Insight Broad Opportunities Fund Class B1 Euro Shares30/09/2024
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock56.3122.0334.29
Bond41.558.0233.53
Property0.000.000.00
Cash130.21107.1823.04
Other9.650.509.15
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
ILF GBP Liquidity 219.11
Fut Dec 24 Cme S&Pesg Fut10.51
ILF EUR Liquidity 2 Acc8.65
Nikkei 225 Future Dec 246.16
FUT 20 DEC 24 EUX STOXX ESGX5.59
Insight Broad Opportunities Fund Class B1 Euro 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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