Insight Investment, a leading global asset manager, has announced the addition of its Insight Diversified Inflation Plus Fund (the Fund) on to ASX’s mFund service (ASX code: IIM01). This is an important step in Insight Australia’s goal of providing access to the fund via all major investment platforms.
The Fund uses a global multi-asset approach investing across equities, bonds, real assets and total return strategies. Its objective is to deliver positive long-term returns of 5% p.a. in excess of inflation over a rolling five-year period.
Bruce Murphy, Insight Investment Director of Australia and New Zealand commented: “The key step we took when designing this strategy for clients 15 years ago was replacing benchmarks with a risk budget. This was a transformational step which has allowed us to deliver what we see as consistent performance at materially lower risk levels relative to competitors offering more traditional strategic asset allocation-driven processes. Importantly, we understood that many retirees are faced with the prospect of drawing down on their capital at the wrong time; our approach aims to manage investors’ sequencing risk while providing growth asset exposures and upside potential.”
Andrew Campion, General Manager, Investment Products at ASX commented: “We are delighted to attract Insight Investment, an internationally recognised fund manager, to our growing mFund platform. Australian investors are increasingly looking to diversify their portfolios and can easily do so by accessing different asset classes and investment expertise via our transparent platform.”
Insight Investment launched the strategy in Australia in 2014. The fund size is currently A$250 million1 and Insight manages an additional A$2.4 billion1 in the strategy under separate accounts on behalf of Australian institutional investors. Total assets under management for Insight Australia is A$30 billion and A$1.2 trillion globally1
The Fund is currently ‘Recommended’ by Zenith and Lonsec, and available on BT, Macquarie, OneVue, Netwealth and Hub24 platforms.
