Insight Investment wins Zurich mandate

Zurich/Insight-Investment/

11 September 2019
| By Oksana Patron |
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Insight Investment has been awarded a mandate from Zurich Australia’s investments business, Zurich Investment Management.

The mandate was awarded to the Insight Diversified Plus Fund and this allocation would form a part of Zurich’s diversified strategies including their flagship Managed Growth Fund.

Zurich’s head of savings and investments, Matthew Drennan, said that Insight’s approach was perceived as complementing to Zurich’s existing strategic investment partners.

“The underlying strategy was launched initially in the UK in 2004 and 10 years later in Australia, with the establishment of the Insight Diversified Inflation Plus Fund,” Insight Investment director, Australia and New Zealand, Bruce Murphy, said.

“The strategy has a long and successful track record managing assets throughout various market cycles. The Insight Fund is now available on leading investment platforms and has resonated with Australian investors seeking inflation plus returns with strong downside risk management in place.”

According to Matt Merritt, head of multi-asset strategy group at insight, investors needed access to a broad range of return sources.

“Our approach is based on three simple and effective principles: diversification, dynamic asset allocation and downside risk management,” he said.

Australian investors currently make up $2.6 billion of the total $8.7 billion managed globally by Insight in this strategy.

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