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Morningstar Fund Report

Insight Global Absolute Return Bond

Retail

Fund Report | Report generated 24 May 2017 |

Performance

30 Apr 2017

Growth of $10,000

Fund
Fund: Insight Global Absolute Return Bond
Index
Index: RBA Bank accepted Bills 90 Days

Financial Year Total Returns

-- -- Jun-16 Apr-17
Fund -- -- -- 3.44
+/- Cat -- -- -- --
+/- Index -- -- -- 1.96

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.07 -- -0.07 --
3 Month 0.43 -- 0.00 --
1 Year 2.68 -- 0.87 --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- 0.1
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 14 Dec 2015
Responsible Entity Equity Trustees Ltd
Fund Manager Insight Investment Mgmt (Global) Ltd
Base Currency $A
Net Assets $Mil
(as at 19 May 2017)
520.42
Minimum Investment $ 20,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions Annually

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 22 May 2017

APIR Code ETL0452AU
Legal Type Investment Trusts
Status Open
Category Alternative Strategies
Entry Price $ 1.0165
Exit Price $ 1.0122
Exit Price
1 Week Change $
0.0005

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.4250

Annual

ICR pa (--) --
Max Management Fee pa 0.75%
Max Admin Fee pa 0.00%
Performance Fee pa
(--)
--
Max Brokerage 0.0000