Bruce Murphy
Insight Investment, a leading global investment manager, has received a ‘Recommended’ rating for one of its funds, the Insight Diversified Inflation Plus Fund, from Lonsec Research.
Lonsec acknowledged the strengths of Insight’s logical and repeatable investment process, the history of more than 10 years of multi-asset investing, primarily in the UK and the experience and stability of the investment team. The ‘Recommended’ rating indicates that Lonsec has “strong conviction that the Fund can generate risk-adjusted returns in line with relevant objectives” and that it is “considered an appropriate entry point to this asset class or strategy”.
The A$163.4m1 Insight Diversified Inflation Plus Fund aims to deliver attractive, positive long-term returns at least 5% in excess of inflation over a rolling five year period2. The Fund offers genuine diversification that goes beyond simple asset class holdings and is not reliant on market directional exposures to always be the prime driver of returns. A dynamic approach is applied to asset allocation and risk management for the Fund, with the aim of capturing most of the upside when markets are rising, but avoiding most of the downside when they are falling. To learn more click here.
Bruce Murphy, Director, Australia and New Zealand, Insight Investment, said: “The Lonsec rating recognises Insight’s solid track record of multi-asset investing and our robust investment process. It is widely acknowledged across the industry that dynamic asset allocation is a significant contributor to investment returns and we are pleased that Australian investors can now access our institutional-quality multi-asset capability, which has successfully navigated markets for more than 10 years. We have a well-established reputation in Australia, where Insight has operated for over 20 years3.
Insight now manages A$38.9bn4 on behalf of Australian institutional investors. Headquartered in London, Insight has operations in the UK, US and Australia and employs 210 investment professionals globally; of 691 staff in total.
