Insight Wealth Builder Balanced B Inst Acc NAV

IMA Sector:

Mixed Investment 40-85% Shares

ISIN:

GB0033998799

Fund Type:

Unit Trust

 0.00
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: --2025
  • Change: 0.00
  • Change %: n/a
  • Currency:
  • YTD change: 0.00
  • YTD %: n/a

Fund Objective

The objective of the Fund is to achieve a average level of income combined with capital growth.

Fund Performance

FTSE 100 FTSE 100 Fund Fund
5 year Insight Wealth Builder Balanced B Inst Acc NAV
3 year Insight Wealth Builder Balanced B Inst Acc NAV
1 Year Insight Wealth Builder Balanced B Inst Acc NAV
6 Month Insight Wealth Builder Balanced B Inst Acc NAV
1 Month Insight Wealth Builder Balanced B Inst Acc NAV

Top 10 Holdings

Name % Net Assets
MLIIF GLO CAPITAL SEC ABS RET FUND GBP 5.1%
ABRDN GL FDS ASIA PACIFIC CON FD STLG D1 3.5%
SEK WTI CRUDE ULTRA ALPHA 30/06/2009 3.2%
MW TOPS LTD GBP CLS 3.2%
HARBOURMASTER B 0% 17/11/2024 3.2%
RABOBANK MUNICIPAL ARBITRAGE 3.1%
JPM HIGHBRIDGE ABSOLUTE EQUITY 3.0%
GOLDMAN SACHS SIGNUM FIN. 2014 2.7%
BLACKROCK UK ABSOLUTE ALPHA 2.7%
IGNIS ASSET ARGONAUT EUROPEAN ALPHA 2.5%

Holdings Breakdown

Holding Chart
Key % Net Assets
MLIIF GLO CAPITAL SEC ABS RET FUND GBP 5.1%
ABRDN GL FDS ASIA PACIFIC CON FD STLG D1 3.5%
SEK WTI CRUDE ULTRA ALPHA 30/06/2009 3.2%
MW TOPS LTD GBP CLS 3.2%
Other 85%

Note 1: Forecast figures based on normalised accounts.

 

Price Info

Date n/a
Bid 0.00
Offer 0.00
Currency n/a
Change 0.00
% n/a
YTD change 0.00
YTD % n/a

Fund Facts

Fund Inception 02/01/1996
Fund Manager Ana Munro / Patrick Armstrong
TER 1.94 (31-May-2012)

Fund Reports

Minimum Investment
Initial 500000
Additional n/a
Savings n/a
Charges
Initial n/a
Annual Mang't 0.75%
Exit n/a

Risks

Name %
Standard deviation 0.01
Sharpe ratio 0.09

Top of Page