Insight Investment, a leading global investment manager, has received a ‘Recommended’ rating for one of its funds, the Insight Diversified Inflation Plus Fund, from leading research firm Zenith Investment Partners [1].
The A$169.5m [2] Fund aims to deliver positive long-term returns at least 5% in excess of the Australian inflation rate over a rolling five-year period (net of fees). It is a multi-asset fund and invests in equity, fixed income, real assets, total return strategies and cash. Its approach is based on three core principles of diversification, dynamic asset allocation and downside risk management and it seeks to deliver a smooth return path; aiming to capture most of the upside when markets are rising but avoiding most of the downside when they are falling.
Bruce Murphy, Director, Australia and New Zealand, Insight Investment, said: “We are very pleased to receive this second ‘Recommended’ rating from Zenith, which follows their recognition of the Insight Global Absolute Return Bond Fund earlier this year. We believe the Insight Diversified Inflation Plus Fund presents a very attractive option for individual Australian investors with a medium to long-term investment horizon and may be of particular interest to self-managed super funds, adviser groups, wealth managers and institutional investors.”
The Fund is based on Insight’s flagship Broad Opportunities strategy which was launched more than 10 years ago and is managed by Insight’s Multi-Asset Strategy Group of 10 investment professionals who are together responsible for A$7.3bn in multi-asset assets under management. Zenith noted Insight’s research-intensive approach and strong performance track record in managing the strategy.
Insight currently manages A$28.2bn in Australia. The firm is headquartered in London and manages A$944.2bn globally [3].
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[1] The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (December 2017) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines.
[2] As at 31 October 2017
[3] Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients. Figures shown in AUD. FX rates as per WM Reuters 4pm spot rates. Reflects the AUM of Insight, the corporate brand for certain companies operated by Insight Investment Management Limited (IIML). Insight includes, among others, Insight Investment Management (Global) Limited (IIMG), Pareto Investment Management Limited (PIML), Cutwater Asset Management Corp. (CAMC), Cutwater Investor Services Corp. (CISC) and Insight North America LLC (INA), each of which provides asset management services.