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  5. Insight Diversified Inflation Plus - Managed fund profile

Insight Diversified Inflation Plus - Managed Fund

Fund Objective
The investment objective of the fund is to deliver attractive, positive long term returns at least 5% in excess of inflation over a rolling 5 year period.
Fund Strategy
The Fund seeks to deliver its objective through a dynamic asset allocation strategy involving several asset classes (including equities, fixed income securities and cash as well as commodities and property), primarily through direct investments, financial derivative instruments and investments in collective investment schemes. The Fund will also make tactical asset allocations as and when appropriate opportunities arise. The Fund will typically invest in a diversified and broad range of these asset classes.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.07% 5.24% 9.04% 8.88% 1.21% 1.8% 2.37% -%
Growth return 2.07% 5.24% 9.04% 8.88% 1.21% -4.31% -1.98% -%
Income return 0% 0% 0% 0% 0% 6.11% 4.35% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 2.01% 4.52% 10.56% 10.77% 4.44% 4.22% 5.24% 6.13%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Insight Diversified Inflation Plus
International Equities
49.04%
Cash
1.27%
Fixed Interest
22.29%
Alternatives
27.40%
Australian Equities
0%
Property
0%
Average Allocation of Peers
International Equities
26.63%
Cash
9.30%
Fixed Interest
36.85%
Alternatives
6.17%
Australian Equities
16.67%
Property
4.39%

General Information

Fund Details
Type Description
Insight Diversified Inflation Plus
Equity Trustees Ltd
ETL0396AU
Multisector Flexible
star (as at 31 Mar 2024)
Investment Fund
16 Jul 2014
$732.77 million (as at 17 Apr 2024)
$0.9468 (as at 17 Apr 2024)
$0.9441 (as at 17 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.95% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0
Minimum initial investment $20,000
Minimum additional investments $5,000.00
Minimum redemption amount $5,000.00

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
E-mini S&P 500 ESG Index Future Mar 24 Equity Index - Future 12.31%
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FAQs about the Insight Diversified Inflation Plus

The objective of the Insight Diversified Inflation Plus managed fund is The investment objective of the fund is to deliver attractive, positive long term returns at least 5% in excess of inflation over a rolling 5 year period.

The strategy of the Insight Diversified Inflation Plus managed fund is The Fund seeks to deliver its objective through a dynamic asset allocation strategy involving several asset classes (including equities, fixed income securities and cash as well as commodities and property), primarily through direct investments, financial derivative instruments and investments in collective investment schemes. The Fund will also make tactical asset allocations as and when appropriate opportunities arise. The Fund will typically invest in a diversified and broad range of these asset classes.

The APIR code of the Insight Diversified Inflation Plus managed fund is ETL0396AU.

Insight Diversified Inflation Plus’s total return last month was 2.07%. This was made up of a growth return of 2.07% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Insight Diversified Inflation Plus’s total return for the last three months was 5.24%. This was made up of a growth return of 5.24% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

Insight Diversified Inflation Plus’s one-year total return is 8.88%. This was made up of a growth return of 8.88% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Insight Diversified Inflation Plus’s one-year total return is 1.8%. This was made up of a growth return of -4.31% and an income return of 6.11%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the Insight Diversified Inflation Plus managed fund is :

International Equities
49.04%
Cash
1.27%
Fixed Interest
22.29%
Alternatives
27.40%
Australian Equities
0%
Property
0%

The Responsible Entity for the Insight Diversified Inflation Plus managed fund is Equity Trustees Ltd.

The Insight Diversified Inflation Plus managed fund belongs to the Multisector Flexible sector/asset class.

As at 17 Apr 2024, the size of the Insight Diversified Inflation Plus managed fund was $732.77 million.

The Insight Diversified Inflation Plus managed fund has an inception date of 16 Jul 2014.

The current entry price of the Insight Diversified Inflation Plus managed fund is $0.9468 per unit and the current exit price is $0.9441 per unit (as at 17 Apr 2024).

The current exit price of the Insight Diversified Inflation Plus managed fund is $0.9441 per unit and the current entry price is $0.9468 per unit (as at 17 Apr 2024).

The minimum initial investment amount for the Insight Diversified Inflation Plus managed fund is $20,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.