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Insight High Income Fund - Managed Fund

Fund Objective
To aim to generate a return in excess of the Bloomberg Barclays US HY Fallen Angel 3% Cap Total Return Index Value hedged to the AUD with similar levels of volatility over the medium to long-term before fees and expenses
Fund Strategy
To aim to generate a return in excess of the Bloomberg Barclays US HY Fallen Angel 3% Cap Total Return Index Value hedged to the AUD with similar levels of volatility over the medium to long-term before fees and expenses

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 0.92% 1.76% 3.6% 7.8% 6.66% 6.97% -% -%
Growth return -0.91% 0.74% 0.09% 4.86% 1.77% 2.39% -% -%
Income return 1.83% 1.02% 3.51% 2.94% 4.89% 4.58% -% -%
Market index (Bloomberg AusBond Bank 0+Y TR AUD)
Total return 0.3% 0.91% 1.83% 3.89% 4.18% 4.12% 2.77% 2.12%
As at 28 Feb 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Insight High Income Fund
Cash
1.79%
Fixed Interest
98.20%
Alternatives
0%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Average Allocation of Peers
Cash
18.62%
Fixed Interest
80.47%
Alternatives
0%
Australian Equities
0.03%
International Equities
0%
Property & Infrastructure
0.88%

General Information

Fund Details
Type Description
Insight High Income Fund
ETL2332AU
Non Investment Grade Debt
starstarstar (as at 28 Feb 2026)
Investment Fund
9 Dec 2022
$165.79 million (as at 9 Mar 2026)
$1.0413 (as at 9 Mar 2026)
$1.0366 (as at 9 Mar 2026)
Open
Offer information
Type Description
MER 0.52% (as at 3 Jun 2025)
Indirect Cost Ratio (ICR) 0.52% (as at 30 Jun 2025)
Minimum initial investment $1,000,000
Minimum additional investments $20,000

Top 10 holdings (as at 31 Oct 2025)

Holding (as at 31 Oct 2025) Type % of Portfolio
Contra Re Futures At Equity Index - Future 3.22%
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FAQs about the Insight High Income Fund

The objective of the Insight High Income Fund managed fund is To aim to generate a return in excess of the Bloomberg Barclays US HY Fallen Angel 3% Cap Total Return Index Value hedged to the AUD with similar levels of volatility over the medium to long-term before fees and expenses

The strategy of the Insight High Income Fund managed fund is To aim to generate a return in excess of the Bloomberg Barclays US HY Fallen Angel 3% Cap Total Return Index Value hedged to the AUD with similar levels of volatility over the medium to long-term before fees and expenses

The APIR code of the Insight High Income Fund managed fund is ETL2332AU.

Insight High Income Fund’s total return last month was 0.92%. This was made up of a growth return of -0.91% and an income return of 1.83%. These returns were calculated as at 28 Feb 2026.

Insight High Income Fund’s total return for the last three months was 1.76%. This was made up of a growth return of 0.74% and an income return of 1.02%%. These returns were calculated as at 28 Feb 2026.

Insight High Income Fund’s one-year total return is 7.8%. This was made up of a growth return of 4.86% and an income return of 2.94%. These returns were calculated as at 28 Feb 2026.

Insight High Income Fund’s one-year total return is 6.97%. This was made up of a growth return of 2.39% and an income return of 4.58%. These returns were calculated as at 28 Feb 2026.

The asset allocation of the Insight High Income Fund managed fund is :

Cash
1.79%
Fixed Interest
98.20%
Alternatives
0%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%

The Insight High Income Fund managed fund belongs to the Non Investment Grade Debt sector/asset class.

As at 9 Mar 2026, the size of the Insight High Income Fund managed fund was $165.79 million.

The Insight High Income Fund managed fund has an inception date of 9 Dec 2022.

The current entry price of the Insight High Income Fund managed fund is $1.0413 per unit and the current exit price is $1.0366 per unit (as at 9 Mar 2026).

The current exit price of the Insight High Income Fund managed fund is $1.0366 per unit and the current entry price is $1.0413 per unit (as at 9 Mar 2026).

The minimum initial investment amount for the Insight High Income Fund managed fund is $1,000,000. Minimum additional investment is $20000.

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.