Insight Broad Opportunities Fund Class B1 Sterling SharesRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -0.3 | 7.0 | -9.7 | 5.4 | 7.3 |
![]() | +/-Cat | -4.9 | -1.7 | 0.3 | -0.6 | 2.3 |
![]() | +/-B’mrk | -5.6 | -1.0 | -0.4 | -3.9 | 0.9 |
Category: GBP Flexible Allocation | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 14/08/2024 | GBP 1.77 | |
Day Change | 0.64% | |
Morningstar Category™ | GBP Flexible Allocation | |
IA (formerly IMA) Sector | - | |
ISIN | IE00B4ZSNV82 | |
Fund Size (Mil) 14/08/2024 | GBP 1419.39 | |
Share Class Size (Mil) 14/08/2024 | GBP 1045.77 | |
Max Initial Charge | 0.50% | |
Ongoing Charge 31/12/2023 | 0.67% |
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 Sterling 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 07/09/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
LIBID 3 Month Yd USD | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Insight Broad Opportunities Fund Class B1 Sterling Shares | 31/07/2024 |
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