Insight’s fund ‘recommended’ by Lonsec
Insight Investment’s Global Absolute Return Bond Fund has earned a ‘recommended’ rating from Lonsec Research thanks to its ability to generate risk-adjusted returns and being “an appropriate entry point to the asset class”.
Insight Investment, which launched a major media campaign a few months ago in an attempt to reach out to retail investors and engage with key dealer groups, currently manages $32.9 billion on behalf of Australian institutional investors.
Lonsec praised Insight fund’s ‘units of risk’ concept, which was considered as being a structured manner of constructing the portfolio, while also adding an embedded layer of risk management.
Additionally, the research house noted that the skillsets of portfolio managers, Andrew Wickham and Peter Bentley, were “well suited to managing a global absolute return bond portfolio”.
Insight Investment Australia and New Zealand’s director, Bruce Murphy, said: “The Lonsec rating recognises Insight’s solid 10-year track record of absolute return fixed income investment.
“We are pleased that Australian advisers can now access our institutional-quality capability, which has a robust risk management process at its core.”
The $609.8 million fund, which offers a multi-strategy approach to fixed income, aims to provide a positive absolute return in all market conditions over a rolling 12 month period, and three per cent per annum in excess of the Bloomberg AusBond Bank Bill Index (before fees and expenses
AUTHOR
Oksana Patron
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