Absolute Insight W
Latest (Mid) Price:
GBX 103.05
Day Change:
-0.06%
| Shares Class | Inc. |
|---|---|
| Yield | 0.65 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 226,293,933.00 | Launch Date | 28/02/2007 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 10,000,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00B89QJK70 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.9500 (on 26/01/2021) |
Fund Objective
The Fund seeks to deliver a positive absolute return in all market conditions on a rolling 12 month basis (meaning a period of 12 months, no matter which day you start on).
Fund Managers
Sonja Lami
Sonja joined Insight in August 2008 to work on absolute return strategies, moving into a portfolio manager role within the Specialist Investments Team. Prior to joining Insight, Sonja spent two years at JP Morgan where she marketed derivatives transactions across a range of asset classes and instruments to UK institutions. Before JP Morgan, Sonja worked at Jardine Lloyd Thompson Benefit Solutions as an actuary, consulting to UK pension schemes and at Lloyds TSB as an actuarial assistant working on pension reviews. She holds a B. Comm degree in Mathematics from the University of Stellenbosch, South Africa and is a Fellow of the Institute of Actuaries.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
| Name | Weight |
|---|---|
| BNY MELLON ABSOLUTE RETURN EQU | 28.00% |
| ABSOLUTE INSIGHT FUNDS DYNAMIC | 20.00% |
| INSIGHT ABSOLUTE INSIGHT EMERG | 20.00% |
| INSIGHT ABSOLUTE INSIGHT CREDI | 19.00% |
| INSIGHT ABSOLUTE INSIGHT CURRE | 9.00% |
| INSIGHT ILF GBP LIQUIDITY C2 | 0.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
Fund data supplied by
