The Insight Loan Fund aims to provide investors with attractive returns relative to cash over a market cycle through investing mainly in senior loans but also using other loan and debt securities. These senior loans offer greater capital security and less volatility than traditional fixed income instruments.The Fund will seek to achieve its investment objective mainly through investment in a portfolio of high quality loans, primarily senior loans, with an allocation to other debt including second lien and mezzanine loans as well as other loan classes.
We believe the Fund is suitable for use as a stand-alone investment solution for those seeking attractive returns relative to cash. It also lends itself well to being used in combination with core fixed income products to produce customised bond-based return solutions.
Key benefits:
- Currently offers an attractive risk-adjusted yield
- Highly efficient, greater risk/return ratio compared to other fixed income assets
- Can be an effective method of portfolio diversification
- Offers a degree of insulation from interest rate risk
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.
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