Absolute Insight W

Fund
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Trading AccountISAJISASIPP

Fund Info

  • Yield History3.44%
  • 3 Year sharpe-0.17
  • 3 Year alpha-2.45
  • Distribution Typeaccumulation
  • BenchmarkSONIA
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.80%
  • IA SectorTargeted Absolute Return
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00B89QJK70

Investment Strategy

The Fund aims to deliver a positive absolute return in all market conditions on a rolling 12 month basis (meaning a period of 12 months, no matter which day you start on). In addition, the Fund aims to match or exceed SONIA (90 day compounded) on a rolling 12 month basis after fees and to deliver cash (SONIA (90 day compounded)) +4% p.a. (before fees) on a rolling annualised five year basis (meaning a period of five years, no matter which day you start on).

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