View more on these topics

Insight beats cash with low volatility fund

Insight’s multi-asset diversified target return fund has marked its second anniversary with performance figures showing it has delivered a 16.1 per cent return since launch.

The company says the fund has outperformed cash by 8.1 per cent over the last two years while its annualised volatility of 3.5 per cent is lower than Government bonds.

Insight says the target return of cash plus 4 per cent has outperformed averages for the Investment Management Association’s active managed, balanced managed, cautious managed, UK all companies and global growth sectors over most five-year timeframes within the last 25 years.

Unlike most funds in the cautious managed sector, the diversified target return fund has not relied heavily on equities. Compared with the sector average of 52 per cent equities, its equity content is 25 per cent.

The portfolio has recently been shifted towards market-neutral and long/short investment strategies across the asset classes because the managers believe this will position the fund for the latter stages of the bull market,

Co-head of multi-manager Patrick Armstrong says future themes for the fund include agricultural commodities, water and the environment.

He expects agricultural commodities such as wheat and sugar, which have been lagging hard commodities, to do well this year as a result of changing demographics and the emerging middle classes in the Bric countries.

Companies involved in environmental technologies and services such as sustainable energy and waste management are also expected to grow as governments and industries address the problems.

Armstrong says: “We have an emphasis on risk control and the fund has done well on the risk side. Performance has been in line with where we want to be. The fund has low volatility. We view it as a success and will continue what we have been doing.”


Broker Talkback

Will it be possible for the Government to offer relevant generic advice for personal accounts in the workplace?

Only 6 per cent of brokers aware of TCF deadline

Research out today shows that only 6 per cent of small directly authorised mortgage brokers are aware of the FSA deadline for implementing the Treating Customers Fairly regime into their businesses.Mortgage Next undertook the research among 50 small DA brokers found that the majority of advisers believe that existing documentation will be sufficient to prove […]


White paper — Dubai International Insights

Jelf Employee Benefits discusses the legislative changes in Dubai, available medical facilities and policy considerations for employers with expatriate workforces in the country. This edition will be of particular interest to global human resource directors, compensation and benefits specialists and mobility managers who have employee populations in Dubai, or are considering operating there in the near future.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm