Insight Investment Funds Management Ltd

Fund Company

Insight Investment Funds Management Ltd - http://www.insightinvestment.com
 
Insight Investment is the UK's largest active manager, responsible for over £182 billion (as at 30/09/2012) in assets under management across liability driven investment, fixed income, absolute return, multi-asset and specialist investment strategies.

They design innovative investment solutions for their clients that have one objective in mind: meeting their specific needs. Insight deliver consistent and repeatable performance by focusing only on those things they know they can do well.

Located across the globe, their clients include pension funds, corporates, local authorities, insurers, sovereign wealth funds,wealth managers, financial institutions and private individuals.

In the last 10 years...
Insight Investment were a pioneer of LDI (liability driven investment) in the UK: one of the most important contributors to improved funding levels for pension schemes over the last 10 years. In a decade where liabilities grew more than 50%, this approach not only helped clients to match this growth, but to outperform it (Based on clients for whom they manage a discretionary LDI mandate).

In the last 5 years…
Insight Investment were one of the first asset managers to introduce true absolute return funds in a UCITS structure ensuring transparency and liquidity with a clear regulatory framework.

Right now…
Their latest innovation, global farmland provides their clients with a unique opportunity to harness the benefits of real assets: resilient and uncorrelated returns, a steady income stream and inflation correlation.

And throughout this period...
Their fixed income business continued to lead the industry with its innovation, across core and non-core fixed income markets.

Insight Investment believe strong governance practices and management of social and environmental risks are essential in delivering financial performance and investment returns.  Insight has been a leading advocate of corporate governance for over 30 years. They are committed to responsible investing, and were one of the founding signatories of the UN’s Principles for Responsible Investment (PRI) in 2006. Insight have incorporated these principles into the way they design their investments, most recently in the development of their global farmland proposition. They have made this commitment since they believe that superior long-term returns will be associated with strong governance practices, good stakeholder relationships and proactive management of social and environmental risks.

Company

Fund Name

ISIN

Currency

Inception Date

Rating

Risk

Profile

Insight Investment Funds Management Ltd.

Insight Monthly Income Dis

GB0008475534

GBP

11/02/1989

4

Medium

The Fund aims to provide a high and increasing monthly income together with long term capital growth by investing primarily in shares of UK companies and sterling denominated fixed interest securities. The fund manager will invest in a diversified portfolio of UK stocks and government bonds. Although not fixed, the Fund will usually have about 70% invested in shares and 30% in government bonds.

Insight Investment Funds Management Ltd.

Insight Monthly Income Dis

GB0008475641

GBP

11/02/1989

4

Medium

The Fund aims to provide a high and increasing monthly income together with long term capital growth by investing primarily in shares of UK companies and sterling denominated fixed interest securities. The fund manager will invest in a diversified portfolio of UK stocks and government bonds. Although not fixed, the Fund will usually have about 70% invested in shares and 30% in government bonds.

Insight Investment Funds Management Ltd.

Insight Wealth Builder Balanced Dis

GB0033998351

GBP

16/01/2004

2

Medium

The objective of the Fund is to achieve capital growth. The policy of the Fund is to gain exposure to one or more of the following asset classes: fixed income, cash, near cash and deposits, equities, property, collective investment schemes which have as their objective an absolute or target return and structured products. Exposure to these asset classes will be achieved through investment in collective investment schemes, transferable securities, money market instruments and derivatives. Investment in property will be indirect. Investment of the Fund may be in any geographic or economic sectors of the world.

Insight Investment Funds Management Ltd.

Insight Wealth Builder Balanced Dis

GB0033998682

GBP

16/01/2004

2

Medium

The objective of the Fund is to achieve capital growth. The policy of the Fund is to gain exposure to one or more of the following asset classes: fixed income, cash, near cash and deposits, equities, property, collective investment schemes which have as their objective an absolute or target return and structured products. Exposure to these asset classes will be achieved through investment in collective investment schemes, transferable securities, money market instruments and derivatives. Investment in property will be indirect. Investment of the Fund may be in any geographic or economic sectors of the world.

Insight Investment Funds Management Ltd.

Insight Diversified High Income Dis

GB0033999102

GBP

16/01/2004

1

Medium

The objective of the Fund is to produce a high level of income together with potential capital growth. The Fund also aims to deliver positive total returns on an annual basis. The policy of the Fund is to gain exposure to one or more of the following asset classes: fixed income, cash, near cash and deposits, equities, property, collective investment schemes which have as their objective an absolute or target return and structured products. Exposure to these asset classes will be achieved through investment in collective investment schemes, transferable securities, money market instruments and derivatives. Investment in property will be indirect. Investment of the Fund may be in any geographic or economic sectors of the world.

Insight Investment Funds Management Ltd.

Diversified High Income A Dis

GB0033999326

GBP

16/01/2004

2

Medium

The objective of the Fund is to produce a high level of income together with potential capital growth. The Fund also aims to deliver positive total returns on an annual basis. The policy of the Fund is to gain exposure to one or more of the following asset classes: fixed income, cash, near cash and deposits, equities, property, collective investment schemes which have as their objective an absolute or target return and structured products. Exposure to these asset classes will be achieved through investment in collective investment schemes, transferable securities, money market instruments and derivatives. Investment in property will be indirect. Investment of the Fund may be in any geographic or economic sectors of the world.

Insight Investment Funds Management Ltd.

Diversified Dynamic Return A Dis

GB0034001460

GBP

16/01/2004

1

Medium

The objective of the Fund is to achieve capital growth. The policy of the Fund is to gain exposure to one or more of the following asset classes: fixed income, cash, near cash and deposits, equities, property, collective investment schemes which have as their objective an absolute or target return and structured products. The fund is likely to have a bias towards equities, although the fund is not restricted in the choice of asset class. Exposure to these asset classes will be achieved through investment in collective investment schemes, transferable securities, money market instruments and derivatives. Investment in property will be indirect. Investment of the Fund may be in any geographic or economic sectors of the world.

Insight Investment Funds Management Ltd.

Diversified Target Return Dis

GB00B064GB85

GBP

18/02/2005

2

Low

The objective of the Fund is to deliver positive returns on an annual basis with the prospect of long-term capital growth commensurate with investment in equities.The policy of the Fund is to gain exposure to one or more of the following asset classes: fixed income, cash, near cash and deposits, equities, property, collective investment schemes which have as their objective an absolute or target return and structured products.

Insight Investment Funds Management Ltd.

Absolute Insight Fd of Fd A GBP Cap

GB00B1SVX910

GBP

01/07/2008

NULL

NULL

The investment objective of the Fund is to seek to provide attractive, positive absolute returns in all market conditions. The Initial Fund will seek to achieve its objective by investing primarily in shares of the range of sub-funds within Absolute Insight Funds p.l.c., an Irish umbrella UCITS investment company the assets of which are also managed by the Investment Adviser. These sub-funds are absolute return funds which follow a number of different strategies.

Insight Investment Funds Management Ltd.

Insight UK Eq Income Booster Fd Cap

GB00B4YGLJ77

GBP

31/03/2009

3

Medium

The investment objective of the fund is to provide an enhanced level of income with potential for capital growth primarily through investment in equity and equity related securities.  The fund will invest primarily in a portfolio of UK listed equity and equity related securities, although there may be some investment, from time to time, in securities listed outside of the UK. In addition the fund will employ a derivatives strategy designed to generate additional income. The fund may also use derivative instruments for other efficient portfolio management purposes. The fund may also invest in other transferable securities, collective investment schemes, cash and near cash, deposits and money market instruments.

Insight Investment Funds Management Ltd.

Insight UK Eq Income Booster Fd Dis

GB00B4YGLK82

GBP

30/03/2009

3

Medium

The investment objective of the fund is to provide an enhanced level of income with potential for capital growth primarily through investment in equity and equity related securities.  The fund will invest primarily in a portfolio of UK listed equity and equity related securities, although there may be some investment, from time to time, in securities listed outside of the UK. In addition the fund will employ a derivatives strategy designed to generate additional income. The fund may also use derivative instruments for other efficient portfolio management purposes. The fund may also invest in other transferable securities, collective investment schemes, cash and near cash, deposits and money market instruments.

Insight Investment Funds Management Ltd.

Absolute Insight UK Eq Mk Ne Fd Cap

IE00B39G4W93

EUR

20/05/2009

NULL

NULL

The investment objective of the Fund is to provide attractive, positive absolute returns in all market conditions. The Fund aims to achieve its objective through discretionary management and may employ a range of hedging techniques.

Insight Investment Funds Management Ltd.

Absolute Insight UK Eq Mk Ne Fd Dis

IE00B39G4X01

GBP

12/08/2008

NULL

NULL

The investment objective of the Fund is to provide attractive, positive absolute returns in all market conditions. The Fund aims to achieve its objective through discretionary management and may employ a range of hedging techniques.

Insight Investment Funds Management Ltd.

Absolute Insight Em Mk Debt GBP Dis

IE00B3CLDH95

GBP

03/04/2009

NULL

NULL

The investment objective of the Fund is to provide attractive, positive absolute returns in all market conditions.   The Fund aims to achieve its objective through discretionary management and may employ a range of hedging techniques.

Insight Investment Funds Management Ltd.

Absolute Insight Currency Fund Dis

IE00B3CLDK25

GBP

30/01/2009

NULL

NULL

The investment objective of the Fund is to provide attractive, positive absolute returns in all market conditions. The Fund’s overall policy consists of two distinct elements. First, the Fund seeks to generate long capital growth, primarily through obtaining exposure to a range of global currencies (as set out in the table below) by using a full range of financial derivative instruments. Second, the Fund will maintain a portfolio of Liquid or Near Cash Assets. This asset class will be held both as an absolute return producing asset class in its own right, and also to provide liquidity and cover for exposures generated through the use of financial derivative instruments.

Insight Investment Funds Management Ltd.

Absolute Insight Credit Fund Dis

IE00B3CLDM49

GBP

30/07/2010

NULL

NULL

The investment objective of the Fund is to provide attractive, positive absolute returns in all market conditions. The Fund aims to achieve its objective through discretionary management and may employ a range of hedging techniques.