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INSIGHT BROAD OPPORTUNITIES FUND B1  WPKNR: A2JKHH 
 Aktuell:
no change 1,7915 
 ISIN:

IE00B4ZSNV82

   Währung:

GBP 

 Fondsname:

Insight Broad Opportunities Fund B1

   Ertragstyp:

Thesaurierend 

 Ursprungsland:

Irland 

   Fondstyp:

Gemischter Fonds 

 Fondsmanager:

M.Merritt, Multi-Asset Strategy Team

   Region:

weltweit  

 Fondsvolumen:

1.416,71 Mio. GBP

   Land:

 Auflagedatum:

01.09.2009

   Unterkategorie:

Multiasset 

 Geschäftsjahr:

01.11.

   Vertriebszulassung:

Österreich, Deutschland, Schweiz, Tschechien 

 Konditionen
ausgabeaufschlag verwaltungsgebühr  mindestanlage einmalig sparplan 

0,00%

0,50%

1.000.000,00 GBP

 Kennzahlen per 20.09.2024
  ytd 1 jahr 3 jahre 5 jahre

 Performance

6,71%

9,84%

3,87%

10,63% 

 Volatilität

6,75%

6,47%

5,85%

6,41% 

 Sharpe Ratio

0,89

0,99

-0,37

-0,22 

 Bester Monat

2,59%

3,76%

3,76%

4,66% 

 Schlechtester Monat

-0,75%

-1,65%

-3,72%

-8,10% 

 Fondsstrategie

The Fund aims to deliver attractive, positive returns, comprising both income and capital growth, over the long term (at least 5 years). The Fund will compare its performance against SONIA (90 day compounded). In addition the Fund seeks to generate returns of SONIA (90 day compounded) + 4.5% gross of fees over an annualised five year period. For performance reporting purposes, the share class is measured against the currency equivalent which is SONIA (90 day compounded). The Fund seeks to achieve its objective by obtaining exposure to a broad range of different types of asset, including shares, bonds and real assets, such as property, infrastructure and commodities. To the extent permitted the Fund may take this exposure directly, via other collective investment schemes or through the use of appropriate derivative instruments. Underlying funds, including ETFs, are selected based on assessments including liquidity, trading costs and representation of underlying index exposure.

 Fondsgesellschaft
KAG: Insight IM (EU)
address: 160 Queen Victoria Street
EC4V 4LA London
Internet: https://www.insightinvestment.com
  Fonds-Suche nach Name, WKN, ISIN:        
 
 Österreich-Börsen
 ATX3.615,48 -36,58 -1,00% 
 ATX Prime1.806,41 -17,48 -0,96% 
 Immobilien-ATX363,31 -2,60 -0,71% 
 Indizes
 DAX18.720,01 -282,37 -1,49% 
 TecDax3.264,29 -75,50 -2,26% 
 MDAX25.843,27 -422,67 -1,61% 
 Dow Jones (EOD)42.063,36 38,17 0,09% 
 Nasdaq 10019.791,49 -48,34 -0,24% 
 S & P 500 (EOD)5.702,55 -11,09 -0,19% 
 SMI11.934,07 -124,23 -1,03% 


 Zinsen / Währungen
 Wichtige Währungen
 EUR/US$1,1163 0,00 0,01% 
 EUR/Yen160,6463 1,44 0,90% 
 EUR/CHF0,9493 0,00 0,32% 
 EUR/Brit. Pfund0,8380 -0,00 -0,26% 
 Yen/US$0,0069 -0,00 -0,73% 
 CHF/US$1,1761 -0,00 -0,29% 
 Zinsen
 ESTR (EUR)3,4140-0,00 -0,06% 
 SAR® ON (CHF)1,20710,00 0,03% 
 TONA (JPY)0,2270-0,00 -0,44% 
 Rohstoffe
 baha Brent Indication74,14-0,07 -0,10% 
 Gold2.606,7831,85 1,24% 
 Silber31,330,19 0,61% 
 Platin990,292,15 0,22% 
 

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