Insight Broad Opportunities Fund Class B1 Euro Shares

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Performance History31/08/2021
Growth of 1,000 (GBP) Advanced Graph
Insight Broad Opportunities Fund Class B1 Euro Shares
Fund12.9-5.55.04.90.8
+/-Cat3.72.0-1.1-3.1-3.0
+/-B’mrk3.5-3.1-4.4-5.2-3.9
 
Key Stats
NAV
20/09/2021
 EUR 1.35
Day Change -0.58%
Morningstar Category™ EUR Flexible Allocation - Global
ISIN IE00B74XF970
Fund Size (Mil)
17/09/2021
 GBP 4019.77
Share Class Size (Mil)
17/09/2021
 EUR 730.91
Max Initial Charge -
Ongoing Charge
11/02/2021
  0.75%
Morningstar Research
Analyst Report

We have a positive view of Insight’s tenured multi-asset team but maintain a neutral view on the investment process. After its recent move into the GBP flexible allocation Morningstar Category, the cheapest share classes of Insight Broad...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentAverage
ProcessAverage
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)20/09/2021
YTD-0.15
3 Years Annualised2.06
5 Years Annualised3.10
10 Years Annualised-
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
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Insight Broad Opportunities Fund Class B1 Euro Shares31/08/2021
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock77.5977.440.15
Bond60.7625.8134.95
Property0.000.000.00
Cash113.8663.3250.54
Other14.420.0514.37
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
ILF GBP Liquidity 218.98
10 Year Treasury Note Future Dec 2114.30
MSCI Emerging Markets (USD) Inde... 10.79
ILF EUR Cash 29.99
Fut Sep 21 Cme S&Pesg Fut9.88
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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