Insight Broad Opportunities Fund Class A1 USD SharesRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 7.3 | 1.5 | -0.9 | 6.1 | |
+/-Cat | - | -1.6 | 3.9 | -5.2 | 0.9 | |
+/-B’mrk | - | -1.3 | 4.1 | -8.3 | -0.2 | |
Category: USD Flexible Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 14/08/2024 | USD 1.10 | |
Day Change | 0.39% | |
Morningstar Category™ | USD Flexible Allocation | |
ISIN | IE00BG04D480 | |
Fund Size (Mil) 14/08/2024 | GBP 1419.39 | |
Share Class Size (Mil) 14/08/2024 | USD 0.00 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 19/02/2024 | 1.72% |
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 A1 USD 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 06/03/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
LIBID 3 Month Yd USD | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Insight Broad Opportunities Fund Class A1 USD Shares | 31/07/2024 |
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