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Insight - Absolute Insight Eq Market Neut S GBP

Ranked 9 out of 13 in - Market Neutral over 12 months
All calculations are in GBP

Managed by

Iain Brown

Andrew Cawker

David Headland

As a fund manager at Insight Investment, David Headland co-manages the Insight Absolute UK Equity Market Neutral and BNY Mellon Absolute Return Equity funds. Headland favours a value-focused investment strategy, and believes that this approach has served the two funds well in most market environments. He returned to Insight after a brief spell at Aviate in 2010, having previously worked for Insight since moving from Norwich Union in 2002. Originally from Grantham, Headland has a degree in Economics from the University of Leeds and is now based in London, where he enjoys football and rugby.

Richard Howarth

Richard Howarth manages Absolute return strategies at Insight Investment. He describes his investment style as pragmatic and uses internal risk management systems. He actively rotates his portfolios as he identifies market cycles. Prior to joining Insight in January 2002, he worked for Brewin Dolphin for seven years. He holds the AIMR qualification.

Objective

The Fund aims to produce positive total returns, comprising both income and capital growth, in all market conditions on a rolling 12 month basis. In addition, the Fund aims to target 3 month Libid + 3% on a rolling annualised 5 year basis gross of fees and expenses.

Performance

Market Neutral over : 31/10/2013 - 31/10/2014
  • Rank 9/13 Total Return
  • Rank 2/13 Standard Deviation
  • Rank 2/13 Max Drawdown
Fund Name Return
7 Kames UK Equity Absolute Return B Acc

4.2%

8 Julius Baer EF Absolute Return Europe Eq-GBP Bh

Currency exposure is hedged

Currency exposure is hedged

3.0%

9 Insight - Absolute Insight Eq Market Neut S GBP

1.8%

10 JPM Highbridge Stat Market Neutral A Dis GBP

-0.5%

11 GLG European Alpha Alternative DN H GBP

Currency exposure is hedged

Currency exposure is hedged

-0.9%

Fund Name Risk
1 F&C Real Estate Equity Long/Short C GBP Acc

0.4

2 Insight - Absolute Insight Eq Market Neut S GBP

0.5

3 Julius Baer EF Absolute Return Europe Eq-GBP Bh

Currency exposure is hedged

Currency exposure is hedged

0.6

4 GLG European Alpha Alternative DN H GBP

Currency exposure is hedged

Currency exposure is hedged

0.7

5 Kames UK Equity Absolute Return B Acc

0.8

Fund Name Loss
1 F&C Real Estate Equity Long/Short C GBP Acc

-0.3%

2 Insight - Absolute Insight Eq Market Neut S GBP

-1.2%

3 Kames UK Equity Absolute Return B Acc

-1.4%

4 Old Mutual Global Equity Abs Return GBP A Acc Hdgd

Currency exposure is hedged

Currency exposure is hedged

-1.6%

4 Julius Baer EF Absolute Return Europe Eq-GBP Bh

Currency exposure is hedged

Currency exposure is hedged

-1.6%

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 0.7% 1.5% -1.2% 0.8% -0.3%
2013 4.6% 2.5% 0.7% -0.3% 1.6%
2012 4.7% 0.5% 0.3% 1.7% 2.2%
2011 3.4% 1.9% 1.0% 0.0% 0.4%
2010 2.9% 0.8% 0.2% 0.6% 1.3%
2009 4.9% 2.0% 2.1% 0.7% 0.0%
2008 7.4% 1.1% 3.1% 0.8% 2.2%
2007 5.2% 0.5% 2.1% 1.6% 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Guernsey
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date28/02/2007
  • Share Class size204Mn
  • Base currencyGBP
  • ISIN IE00B1SWHX68

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management0.0%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).