Insight Broad Opportunities Fund Class B1 Euro SharesRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.9 | -0.2 | -5.9 | 1.4 | 1.5 | |
+/-Cat | -3.1 | -3.1 | 1.3 | -4.4 | -3.5 | |
+/-B’mrk | -5.2 | -4.8 | 1.4 | -7.0 | -5.9 | |
Category: EUR Flexible Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
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 Report | 07/05/2024 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 | |
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People | 24 |
Parent | 23 |
Process | 23 |
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. |
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Management | ||
Manager Name Start Date | ||
Matthew Merritt 07/09/2009 | ||
Inception Date 01/10/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
LIBID 3 Month Yd USD | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
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Portfolio Profile for Insight Broad Opportunities Fund Class B1 Euro Shares | 30/09/2024 |
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