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INSIGHT DIVERSIFIED TARGET RETURN - Fund overview

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Overview of INSIGHT DIVERSIFIED TARGET RETURN

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. INSIGHT DIVERSIFIED TARGET RETURN does not fall into either of these categories at present.

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

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Fund summary

Sector  Absolute Return
Product type  OEIC
Launched  February, 2005
Size  £121m
Yield 0.2%
Charging basis  –
Dividends paid  Acc units only.
Bid price 111.60p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.42%
Reduction in yield (10yr) 1.52%

Bestinvest says


No information available.

Portfolio

insight diversified target return asset allocation illustration
Allocation Proportion
Equity 12%
High yield bonds –
Quality bonds 0%
Property 11%
Commodities 5%
Hedge 38%
Fund cash 34%
insight diversified target return equity geographic illustration
Allocation Proportion
UK 40%
Europe 28%
Nth America 31%
Japan –
Pacific 1%
Other Equity –
insight diversified target return equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for INSIGHT DIVERSIFIED TARGET RETURN

Investment process


The fund's objective is to deliver positive results on an annual basis with the prospect of long term capital growth commensurate with investment in equities. The fund invests across one or more of the following asset classes: fixed income, cash, near cash and deposits, equities and property. The fund also invests in certain types of hedge funds and structured products.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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