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INSIGHT DIVERSIFIED DYNAMIC RETURN - Fund overview

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Overview of INSIGHT DIVERSIFIED DYNAMIC RETURN

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

Standard Initial Charge

4.00% 1.00%

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to save 3.00%

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Fund summary

Sector  Flexible Investment
Product type  UNIT TRUST
Launched  January, 1996
Size  £60m
Yield 0.2%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 85.18p 0.30p

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 1.87%
Reduction in yield (10yr) 1.97%

Bestinvest says


No information available.

Portfolio

insight diversified dynamic return asset allocation illustration
Allocation Proportion
Equity 20%
High yield bonds –
Quality bonds 27%
Property 5%
Commodities 10%
Hedge 24%
Fund cash 14%
insight diversified dynamic return equity geographic illustration
Allocation Proportion
UK 51%
Europe 24%
Nth America 10%
Japan 1%
Pacific 7%
Other Equity 7%
insight diversified dynamic return equity capitalisation illustration
Allocation Proportion
Large Caps 54%
Mid Caps 27%
Small Caps 19%

View all performance data for INSIGHT DIVERSIFIED DYNAMIC RETURN

Investment process


The objective of the Fund is to achieve capital growth.The policy of the Fund is to gain exposure to one or more of the following asset classes: fixed income, cash, near cash and deposits, equities, property, collective investment schemes which have as their objective an absolute or target return and structured products. The fund is likely to have a bias towards equities, although the fund is not restricted in the choice of asset class. Exposure to these asset classes will generally be achieved through investment in collective investment schemes, but may be achieved by direct investment, except in the case of property.

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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