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INSIGHT EUROPEAN BALANCED GBP - Fund overview

No Bestinvest rating

Overview of INSIGHT EUROPEAN BALANCED GBP

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

Standard Initial Charge

5.25% –

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	March, 2004
Size	£13m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	1,038.90p

Fund Charges

Standard Initial charge	5.25%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.50%
Total expense ratio	1.31%
Reduction in yield (10yr)	1.31%

Bestinvest says

No information available.

Portfolio

insight european balanced gbp asset allocation illustration

Allocation		Proportion

	Equity	43%
	High yield bonds	–
	Quality bonds	28%
	Property	3%
	Commodities	–
	Hedge	23%
	Fund cash	3%

insight european balanced gbp equity geographic illustration

Allocation		Proportion

	UK	32%
	Europe	45%
	Nth America	14%
	Japan	–
	Pacific	9%
	Other Equity	–

insight european balanced gbp equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for INSIGHT EUROPEAN BALANCED GBP

Investment process

The objective of this fund is to achieve income combined with capital growth. The fund will be invested in units or shares of Investment Funds which invest in any or all geographic or economic sector or sectors of the World, mainly within Europe including the United Kingdom. The Fund's benchmark is 40% MSCI Europe inc UK, 10% MSCI World ex Europe ex UK, 33% JP Morgan European Government Fixed Interest and 17% JP Morgan Global Government Bond.

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.

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