Insight Investment fund added to Netwealth platform

Insight Investment, a leading global investment manager, has announced that the Insight Diversified Inflation Plus Fund has been added to the Netwealth platform.

The A$211.7m^[1] Australian-domiciled Fund, which has recently marked its fourth anniversary, aims to deliver attractive, positive long term returns of 5% in excess of inflation over a rolling five-year period^[2]. It is based on Insight’s A$13bn^[3] Broad Opportunities strategy which has been running for more than 10 years^[4].

Bruce Murphy, Director, Australia and New Zealand, Insight Investment, said: “The team’s approach is based on three simple and effective principles: diversification, dynamic asset allocation and downside risk management.

“We are pleased that advisers using the Netwealth platform now have the opportunity to access our institutional-quality capability which has been tried and tested for many years, including through periods of extreme stress such as the global financial crisis.

“This capability is one of Insight’s core competencies and a growing part of our business across multiple geographies.”

The Insight Diversified Inflation Plus Fund has a ‘Recommended’ rating by Lonsec Research and a ‘Recommended’ rating from Zenith Investment Partners.

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[1] As at 31 August 2018
[2] This is not a guarantee, may not be achieved and a capital loss may occur. Funds which have a higher performance aim generally take on more risk to achieve this and so have a greater potential for the returns to be significantly different than expected.
[3] As at 30 June 2018
[4] Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients. 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), Insight Investment International Limited (IIIL), Cutwater Asset Management Corp. (CAMC), Cutwater Investor Services Corp. (CISC) and Insight North America LLC (INA), each of which provides asset management services. On 2 July 2018, CAMC and CISC were merged into INA.