Insight Investment

Insight LIBOR Plus Fund

The Insight LIBOR Plus Fund is an actively managed fixed income fund targeting an attractive premium over three-month sterling LIBOR. The portfolio manager aims to achieve the performance objective by investing in asset-backed floating rate notes. The majority of the investments are high quality, conservatively structured securities. The team applies a defensive approach to asset selection with the intention of ensuring minimal credit risk. The Fund is highly diversified with the majority of securities having a credit rating of AAA and a bias to European prime Residential Mortgage Backed Securities (RMBS). The Fund is also managed with a focus on liquidity management and therefore has a high allocation to short maturity instruments.

We believe the Fund is suitable for use as a stand-alone investment solution for those seeking attractive returns in excess of UK bond returns. It also lends itself well to being used in combination with core fixed income products to produce customised bond-based return solutions

Key benefits:

  • Targets returns in excess of cash via exposure to high quality securities  that benefit from compelling value opportunities
  • Employs a defensive asset selection process with the intention of extracting liquidity premium and minimising credit risk
  • Majority of assets consist of AAA rated securities, with a bias to prime RMBS
  • Irish regulated UCITS structure

Please note the value of investments and any income will fluctuate and is not guaranteed (this may be partly due to exchange rate fluctuations). Investors may not get back the full amount invested.

Sales Literature

                 

Our full range of literature can be found in the Literature Library.