Insight Broad Opportunities Fund Class B1 Euro SharesRekisteröidy nähdäksesi ratingit |
Rahaston kehitys | 30.04.2024 |
1000 euron arvon kehitys (EUR) | Tarkempi kaavio |
Rahasto | -0,7 | 6,4 | -10,9 | 3,8 | 4,0 | |
+/- Luokka | -2,9 | -3,3 | 1,2 | -4,5 | 0,6 | |
+/- Ind. | -4,9 | -5,1 | 1,3 | -7,2 | 1,0 | |
Luokka: Yhdistelmä globaali joustava, euro | ||||||
Luokan vertailuindeksi: Morningstar EU Mod Gbl Tgt ... |
Yleiskatsaus | ||
Osuuden arvo 02.05.2024 | EUR 1,32 | |
1 pv muutos | 0,13% | |
Morningstar rahastoluokka™ | Yhdistelmä globaali joustava, euro | |
ISIN | IE00B74XF970 | |
Rahaston koko (Mil) 02.05.2024 | GBP 1521,11 | |
Rahastosarjan koko (Mil) 02.05.2024 | EUR 213,65 | |
Merkintä (Max) | 0,50% | |
Juoksevat kulut 31.12.2023 | 0,71% |
Morningstarin analyysi |
Analyst Report | 25.05.2023 Matias Möttölä, Director Morningstar, Inc |
We have a positive view of Insight’s tenured multi-asset team but maintain a neutral view on the investment process. The cheapest share classes of Insight Broad Opportunities maintain a Morningstar Analyst Rating of Bronze while the... | |
Paina tästä lukeaksesi analyysin |
Morningstarin pilarit | |
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Tiimi | 24 |
Taustayhtiö | 23 |
Prosessi | 23 |
Tuotto | |
Hinta |
Sijoituspolitiikka: Insight Broad Opportunities Fund Class B1 Euro Shares |
The investment strategy of the fund is to purchase units in the Insight Broad Opportunities Fund. That fund aims to deliver attractive, positive long-term returns of 3 - 5% p.a. over 3-month Libid (net of fees and expenses) over the course of an investment cycle. The fund is a diversified growth vehicle which employs a dynamic asset allocation strategy across a broad range of assets, some of which may be accessed via ¡®best of breed¡¯ funds sourced within Insight or externally. |
Tuotto | |||||||||||||
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Hallinnointi | ||
Salkunhoitaja Salkunhoitajana alkaen | ||
Matthew Merritt 07.09.2009 | ||
Perustamispäivä 01.10.2012 |
Mainos |
Luokan vertailuindeksi | |
Rahaston vertailuindeksi | Morningstar-vertailuindeksi |
LIBID 3 Month Yd USD | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Kohdemarkkina | ||||||||||||||||||||
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Rahastosalkun sisältö Insight Broad Opportunities Fund Class B1 Euro Shares | 31.03.2024 |
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