DRAFT
Fund Review
Insync Global Capital Aware Fund
Performance as at May 2026
Insync Fund Managers, established in Jul 2009 by Monik Kotecha, is a global equity specialist headquartered in Sydney, Australia. The firm emphasises investment in profitable companies benefiting from global megatrends through conservative stock selection and active risk management. Insync screens 40,000 listed companies to identify a focused portfolio aligning with multiyear structural and disruptive changes. Key staff includes Monik Kotecha as Chief Investment Officer, Grant Pearson overseeing distribution and marketing, Mark Haet as Senior Investment Analyst, and Kiara Taylorwood-Roe concentrating on ESG investments.
| 1 Year | 3 Years3 | 5 Years3 | 7 Years3 | Inception3,4 | ||
| Total Return | Fund | -16.40% | 4.67% | 3.37% | 7.52% | 9.20% |
| Peer Group1 | 11.34% | 14.79% | 9.02% | 11.81% | 11.40% | |
| Index2 | 14.84% | 17.58% | 12.66% | 13.55% | 11.87% | |
| Volatility | Fund | 8.87% | 10.63% | 13.88% | 13.49% | 11.29% |
| Peer Group1 | 8.99% | 9.71% | 11.02% | 11.46% | 10.01% | |
| Index2 | 11.94% | 10.77% | 11.12% | 11.14% | 10.43% | |
| 1Equity Long - Large Cap - Global, 2All Countries World Index (AUD), 3Annualised, 4Oct 2009 | ||||||
Strategy Description
The fund aims to outperform the MSCI All Country World ex-Australia Net Total Return Index by investing in a concentrated portfolio of high-quality companies benefiting from structural shifts known as Megatrends. It focuses on firms with potential for exponential earnings growth and employs Put Options for downside protection in severe market downturns. Insync screens approximately 40,000 companies to select 150 viewed as superior based on profitability and other parameters, narrowing down to 20-40 for its portfolio. The fund may hold limited cash and derivatives for hedging but maintains a 'long-only' approach, staying fully invested across market cycles.Cumulative Performance
Core Details |
PG = Peergroup Average | ||
| APIR: | SLT0041AU | Status: | Open |
| Peer Group: | Equity Long - Large Cap - Global | Inception Date: | Oct 2009 |
| Strategy: | Equity Long | Style: | Growth |
| Geography: | Global | Domicile: | Australia |
| Investors: | Retail | Distributions: | Annually |
| Fund Size: | AU$ 64.26m | Manager FUM: | AU$ 194.85m |
| Applications: | Daily, Initial: AU$ 10,000 | Redemptions: | Daily |
| Management Fee: | 1.30% (PG avg: 0.93%) | Performance Fee: | 0.00% (PG avg: 6.10%) |
| Buy/Sell Spread: | 0.2%/0.2% (PG avg: 0.16%/0.16%) | Hurdle: | N/A |
| Early Redemption Fee | No | High Water Mark: | N/A |
Please view https://fundmonitors.com/disclaimer.php for the full disclaimer. The content is updated monthly and only the current version should be used.
Insync Global Capital Aware Fund
Performance vs Equity Long - Large Cap - Global and All Countries World Index (AUD)
Since Oct 2009, the Fund has returned 9.2% p.a. vs the Peer Group's return over the same period of 11.4% p.a. Over the past 12 months, the Fund has returned -16.4% vs the Peer Group's 11.34%. For the 3, 5 and 7 year periods, the Fund has returned 4.67%, 3.37% and 7.52% respectively vs the Peer Group's returns of 14.79%, 9.02% and 11.81% respectively. The Fund's returns have been delivered with a volatility of 11.29% p.a. vs the Peer Group's 10.01%.
Only seven years of data shown. Click here to view all data.
| Year | Jan % | Feb % | Mar % | Apr % | May % | Jun % | Jul % | Aug % | Sep % | Oct % | Nov % | Dec % | YTD % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.07 | -2.49 | -7.58 | -2.28 | 2.61 | NA | NA | NA | NA | NA | NA | NA | -12.41 |
| 2025 | 3.86 | -0.04 | -2.72 | 1.81 | 2.59 | -0.14 | -0.89 | -0.97 | 0.95 | 1.30 | -1.24 | -3.58 | 0.68 |
| 2024 | 5.49 | 6.54 | 0.58 | -4.94 | 0.90 | 1.26 | 2.13 | -1.44 | -0.67 | 2.45 | 5.24 | 0.35 | 18.77 |
| 2023 | 4.47 | 2.22 | 5.64 | 2.44 | 0.59 | 3.31 | 1.68 | 0.94 | -3.70 | -1.20 | 5.59 | 2.77 | 27.26 |
| 2022 | -6.76 | -9.49 | -2.76 | -5.19 | -4.10 | -2.69 | 6.54 | -4.61 | -4.40 | 5.22 | 4.69 | -5.41 | -26.49 |
| 2021 | -3.70 | 0.40 | 2.39 | 5.42 | -1.05 | 9.56 | 4.23 | 2.26 | -5.58 | 1.11 | 7.71 | 0.34 | 24.43 |
| 2020 | 5.31 | -0.79 | -4.38 | 6.16 | 7.40 | -2.39 | 1.36 | 6.52 | 0.27 | -3.01 | 2.62 | -0.07 | 19.71 |
| 2019 | 3.28 | 5.29 | 1.97 | 7.24 | -1.90 | 6.02 | 4.07 | 2.44 | -2.21 | -0.89 | 4.54 | -0.61 | 32.77 |
| 2018 | 3.32 | 1.19 | -0.70 | 2.06 | 2.22 | 3.51 | -0.77 | 5.59 | -1.03 | -5.83 | -3.78 | -0.74 | 4.58 |
| 2017 | -0.94 | 2.05 | 2.37 | 5.19 | 4.85 | -2.32 | -1.50 | 1.02 | 0.85 | 3.75 | 2.03 | -1.55 | 16.58 |
| 2016 | 0.23 | -1.84 | -4.12 | 0.74 | 6.31 | -1.45 | 0.17 | 0.49 | -1.75 | -3.80 | 0.42 | 2.76 | -2.26 |
| 2015 | 1.34 | 4.90 | -0.53 | -0.42 | 2.97 | -2.20 | 6.61 | -2.56 | -1.30 | 3.55 | -2.60 | -1.88 | 7.59 |
| 2014 | -0.86 | 2.39 | -3.00 | -0.98 | 1.70 | -0.72 | -0.50 | 0.81 | 3.81 | -0.65 | 5.66 | 2.58 | 10.36 |
| 2013 | 3.29 | 1.70 | 1.17 | 1.63 | 4.84 | 0.92 | 3.87 | -1.95 | -0.62 | 1.47 | 4.36 | 4.90 | 28.46 |
| 2012 | -3.23 | 4.37 | 6.98 | -0.04 | 6.53 | -2.08 | -0.78 | 2.53 | 0.83 | -2.04 | 2.02 | 0.80 | 16.41 |
| 2011 | 0.09 | 0.69 | -0.58 | 0.81 | 3.95 | -2.36 | -0.97 | 0.44 | 4.47 | -3.14 | 3.79 | 1.25 | 8.43 |
| 2010 | -1.83 | 0.42 | 2.04 | -3.17 | -0.48 | 0.38 | -0.48 | 1.35 | -0.12 | 0.86 | -1.48 | -1.27 | -3.82 |
| 2009 | NA | NA | NA | NA | NA | NA | NA | NA | NA | -1.66 | 0.68 | 2.48 | 1.47 |
| 1 Year | 3 Years | 5 Years | 7 Years | Inception | ||
| Total Return | Fund | -16.40% | 4.67% | 3.37% | 7.52% | 9.20% |
| Peer Group | 11.34% | 14.79% | 9.02% | 11.81% | 11.40% | |
| Index2 | 14.84% | 17.58% | 12.66% | 13.55% | 11.87% | |
| Volatility | Fund | 8.87% | 10.63% | 13.88% | 13.49% | 11.29% |
| Peer Group | 8.99% | 9.71% | 11.02% | 11.46% | 10.01% | |
| Index | 11.94% | 10.77% | 11.12% | 11.14% | 10.43% | |
| Sharpe | Fund | -2.38 | 0.10 | 0.10 | 0.44 | 0.62 |
| Peer Group | 0.83 | 1.06 | 0.58 | 0.84 | 0.88 | |
| Index | 0.91 | 1.19 | 0.87 | 1.00 | 0.89 | |
| Sortino | Fund | -2.06 | 0.07 | 0.04 | 0.58 | 0.93 |
| Peer Group | 1.24 | 1.70 | 0.79 | 1.20 | 1.33 | |
| Index | 1.30 | 1.93 | 1.32 | 1.53 | 1.41 | |
| Largest Drawdown | Fund | -18.71% | -18.71% | -29.45% | -29.45% | -29.45% |
| Peer Group | -7.93% | -7.93% | -20.51% | -20.51% | -20.51% | |
| Index | -9.70% | -9.70% | -16.02% | -16.02% | -16.02% |
Return in Index's 10 Best & 10 Worst Months %
Return in Index's 10 Best & 10 Worst Months %
Annualised Return vs Standard Deviation
Insync Global Capital Aware Fund - Annualised Return vs. Standard Deviation
Please view https://fundmonitors.com/disclaimer.php for the full disclaimer. The content is updated monthly and only the current version should be used.
Insync Global Capital Aware Fund
Annual Returns
Annual Returns %
Drawdown
Drawdown%
Service Providers
| Trustee/RE: | EQT Responsible Entity Services Limited |
| Custodian: | BNP Paribas |
| Administrator: | Apex |
| Auditor: | Pitcher Partners |
| Legal: | Launch Advisory |
| Prime Broker: | Not Applicable |
Available on Investment Platforms
BT Panorama, Colonial FirstWrap, HUB24, Macquarie Wrap, Mason Stevens, Netwealth, OLIVIA123, Praemium
Key Staff
Monik Kotecha
Chief Investment Officer
Years in industry: 36, Years at Firm: 17
Grant Pearson
Distribution & Marketing
Years in industry: 40, Years at Firm: 11
Conor Byrne
Chief Operating Officer
Years in industry: 38
Paul Darwell
Risk Manager
Years in industry: 41, Years at Firm: 1
Mark Haet
Senior Investment Analyst
Years in industry: 37, Years at Firm: 7
Ailsa Chen
Investment Analyst
Years in industry: 10, Years at Firm: 3
About AFM's Fund Reviews and Star Ratings
AFM's proprietary Star Rating system provides a quantitative ranking of performance and risk of funds in its peer group relative to similar funds. Funds must have a minimum 1 year track record.
Star Ratings for Performance reflects annualised return. Risk is a combination of downside deviation, maximum drawdown and longest drawdown, which are allocated in reverse.
| AFM Star Rating | Relative performance band compared to funds in the same Peer Group |
|---|---|
| ★ ★ ★ ★ ★ | Premium: The fund is in the top 10% of all funds in its peer group. |
| ★ ★ ★ ★ ☆ | Top Quartile: The fund ranges between 75 and 90% of all funds in its peer group. |
| ★ ★ ★ ☆ ☆ | Second Quartile: The fund ranges between 50 and 75% of all funds in its peer group. |
| ★ ★ ☆ ☆ ☆ | Third Quartile: The fund ranges between 25 and 50% of all funds in its peer group. |
| ★ ☆ ☆ ☆ ☆ | Fourth Quartile: The fund is in the lowest 25% of all funds in its peer group. |
All performances, rankings and Star Ratings are updated monthly. Past performance does not guarantee future performance.
Copyright
This report is produced and owned by Australian Fund Monitors Pty Ltd and the contents are Copyright 2025. Distribution is limited to those parties with a current Distribution Licence.
Disclaimer
The information in this report, including financial returns, strategies, and other content (collectively referred to as "Content") has been prepared and issued by Australian Fund Monitors Pty Limited (A.C.N. 122 226 724, AFSL 324476) otherwise referred to as AFM. The information and content herein is designed for holders of an Australian Financial Services Licence or for Wholesale or Sophisticated investors, and does not constitute personal financial advice, and is for general information purposes only. Users of this report or any Content of AFM's websites (the "Websites") should not act or make any financial decision without first seeking professional advice. Whilst the Content has been prepared with all reasonable care from sources which we believe are reliable, no responsibility or liability is accepted by AFM for any errors or omissions or misstatements contained herein.