Insight Investment ups focus on dynamism
Global investment manager, Insight Investment has received a ‘recommended’ rating from Lonsec Research for its Insight Diversified Inflation Plus fund.
Insight Investments director of Australia and New Zealand, Bruce Murphy said: “It is widely acknowledged across the industry that dynamic asset allocation is a significant contributor to investment returns”.
“The Lonsec rating recognises Insight’s solid track record of multi-asset investing and our robust investment process.”
The $163.4 million fund aimed to deliver long-term returns at least five per cent in excess of inflation over a rolling five-year period. The fund said it applied a dynamic approach to asset allocation and risk management to capture most of the upside when markets were rising but avoid most of the downside when they were falling.
Headquartered in London, Insight Investments managed $38.9 billion on behalf Australian institutional investors.
AUTHOR
Hope William-Smith
Recommended for you
Asset managers are seeking out acquisitions and strategic partnerships in the area of technology and robo-advice to benefit from an evolving wealth management landscape and futureproof their business.
OC Funds Management and PAN-Tribal Asset Management have both launched equity funds, investing in Australian mid-caps and global equities, respectively.
Magellan has announced the launch of its first long-short product, its third fund arising from its strategic partnership with Vinva Investment Management.
An FSC report found female representation in portfolio management and analyst roles has improved in 2024 amid diversity efforts, although the figure dipped drastically for C-suite positions.
