INSIGHT ABSOLUTE CURRENCY B3P GBP

  • 99.10p Price (Inc)
  • - Price (Acc)
  • 0.00% 0.00%

    Initial charge
  • 0.75% Annual management charge
  • 1.02% Ongoing charges
  • 0.00% Yield

Fund data last updated 14 November 2019

Fund summary

Sector Targeted Absolute Return
Structure OFFSHORE FUND
Launched February, 2010
Size £73m
Yield 0.00%
Charging basis
Dividends paid Acc units only

Charges

Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 0.75%
Ongoing charges figure 1.02%

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Investment process

The Fund's overall policy consists of two distinct elements: 1. The Fund aims to generate long-term capital growth, primarily, through obtaining exposure to a range of global currencies by using a full range of derivative instruments. 2. The Fund will maintain a portfolio of liquid or near cash assets. The manager seeks to meet the investment objective through, in addition to maintaining a portfolio of liquid or near cash assets, maintaining well diversified exposure across a number of currencies. Currency investment will generally include directional currency investing and currency volatility investing.

Manager research

Average monthly relative returns

Bestinvest MRI

14/15 15/16 16/17 17/18 18/19 3 years 5 years Career 3 years 5 years Career
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%

Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Track record

Periods of worst performance

Absolute 0.00% ()
Relative 0.00% ()

About the MRI

Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level.

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Key Investor Documents

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