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Insight - Absolute Insight Credit B1p EUR

Ranked 29 out of 85 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Managed by

Lucy Speake

Lucy Speake is head of corporate bonds at Insight Investment. Most of her responsibilities lie with institutional clients but she has been raising her profile in the retail sector recently. Speake and her team run the investment-grade portion of the Insight Investment Monthly Income fund, which she launched in October 2001. Born in Maidstone in 1969, Speake joined Rothschild Asset Management shortly after graduating in Mathematics from Oxford and worked there for 11 years before Insight took it over in December 2002.

Objective

The Fund aims to produce positive total returns, comprising both income and capital growth, in all market conditions on a rolling 12 month basis. In addition, the Fund aims to target at least 3 month Libid + 5% on a rolling annualised 5 year basis gross of fees and expenses. The Fund seeks to achieve its objective primarily by investment in a broad range of debt (bonds and other debt-related instruments) and derivative instruments. The Fund invests on a worldwide basis, including emerging markets. It primarily invests in investment grade bonds, high yield bonds, assetbacked securities and loans issued by companies, governments, local authorities and supranational bodies.

Showing fund performance in Luxembourg View performance globally

Performance

Bond Strategies over : 30/09/2017 - 30/09/2018
  • Rank 29/85 Total Return
  • Rank 50/85 Standard Deviation
  • Rank 46/85 Max Drawdown
Fund Name Currency Return
27 XAIA Credit Basis II (I) EUR

-0.3%

28 Ascensio II Absolute Return Bond Fund EUR

-0.3%

29 Insight - Absolute Insight Credit B1p EUR EUR

-0.4%

30 Candriam Bonds Credit Opportunities I Cap EUR

-0.4%

30 SLI Glo SICAV Total Return Credit D Acc EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.4%

Fund Name Currency Risk
49 Pharus SICAV - Absolute Return A EUR

2.0

50 Insight - Absolute Insight Credit B1p EUR EUR

2.0

51 Renta 4 Valor Relativo R, FI EUR

2.0

52 Bel Air Product Strategy Dynamic USD C EUR Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

Fund Name Currency Loss
44 PIMCO SF Dynamic Bond Inst EUR Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.1%

45 Cheyne Global Credit GCDH - I1 EUR EUR

-2.1%

46 Insight - Absolute Insight Credit B1p EUR EUR

-2.2%

47 Candriam Patrimoine Obli-Inter I EUR

-2.2%

48 PIMCO GIS Credit Opps Bond Inst EUR Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3% -1.2% 0.6%
2017 6.4% 2.7% 1.7% 1.2% 0.6%
2016 -4.5% -5.4% 0.1% 0.0% 0.8%
2015 -0.5% 0.8% 0.8% -2.3% 0.2%
2014 2.3% 2.7% 1.9% -0.1% -2.2%
2013 8.2% 1.5% 1.3% 0.7% 4.4%
2012 14.6% 7.6% -1.6% 4.8% 3.3%
2011 -1.3% 8.1% 1.7% -11.0% 0.9%
2010 26.5% 11.0% -0.5% 8.2% 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Ireland
  4. Italy
  5. Luxembourg
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date31/10/2009
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN IE00B3CLDN55

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).