Insight Broad Opportunities Fund Class A GBP Shares

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Performance History31/05/2024
Growth of 1,000 (GBP) Advanced Graph
Insight Broad Opportunities Fund Class A GBP Shares
Fund-0.76.6-10.05.05.3
+/-Cat-5.3-2.10.0-1.02.3
+/-B’mrk-6.0-1.4-0.7-4.21.5
 
Key Stats
NAV
14/06/2024
 GBP 1.14
Day Change -0.44%
Morningstar Category™ GBP Flexible Allocation
IA (formerly IMA) Sector -
ISIN IE00BG04D373
Fund Size (Mil)
14/06/2024
 GBP 1464.30
Share Class Size (Mil)
14/06/2024
 GBP 0.12
Max Initial Charge 5.00%
Ongoing Charge
31/12/2022
  1.02%
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 A GBP 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)14/06/2024
YTD5.64
3 Years Annualised0.70
5 Years Annualised2.20
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Matthew Merritt
07/09/2009
Inception Date
16/07/2018
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
LIBID 3 Month Yd USDMorningstar UK Mod Tgt Alloc NR GBP
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 A GBP Shares30/04/2024
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock67.6419.0348.61
Bond41.2015.4125.79
Property0.000.000.00
Cash140.89123.9316.96
Other9.030.398.64
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
ILF GBP Liquidity 216.97
Fut Jun 24 Cme S&Pesg Fut15.72
Nikkei 225 Future June 249.29
ILF EUR Liquidity 2 Acc9.01
FUT 21 JUN 24 EUX STOXX ESGX8.27
Insight Broad Opportunities Fund Class A GBP 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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