Insight Investment

Monthly Income Bond Fund

The Fund aims to achieve a high level of income, with the possibility of capital growth, through investment in high yield and in investment grade fixed and variable rate securities mainly denominated in sterling.

The Fund may invest in high yield bonds where there is a greater risk to capital and income than a similar investment in government or investment grade bonds. High yield bonds may also be less liquid. The Fund also invests in emerging markets which can be less liquid and riskier than more developed markets and difficulties in accounting, dealing, settlement and custody may arise.  

Our fixed income investment process is structured around the key principles of precision and diversification. Our approach emphasises the importance of allocating risk across the widest range of investment opportunities where risk and return have been precisely analysed and targeted.

Our approach to allocating portfolio risk is highly developed. This approach ensures that risk is optimally diversified across the range of investment opportunities that our specialist teams identify.

Our risk measurement tools were designed and built at Insight to analyse risk in precisely the way our process approaches it. All active risk is monitored to ensure that our investment principles of precision and diversification of risk are embedded in all portfolios at all times.

The Fund has charges deducted from capital. Whilst this increases the income paid, it will also reduce the potential for capital growth. The value of investments and any income from them will fluctuate (this may partly be due to exchange rate changes) and investors may not get back the amount invested.  

Further information on the terms used above can be found in our Investment Glossary

How to Invest

Application Pack   
Simplified prospectus and fund information supplements  
How to invest in Discretionary, Professional and Multi-Manager Funds   
Stock Transfer Form  
Stock Transfer Form - Guidance Notes