| Report Date | 09 July 2013 |
| Manager | Insync Fund Managers |
| Fund Name | Insync Global Titans Fund |
| Strategy | Equity Long |
| Latest Return Date | June 2013 |
| Latest Return | 0.91% |
| Latest 6 Months | 14.27% |
| Latest 12 Months | 18.06% |
| Latest 24 Months | 40.69% |
| Annualised Since Inception | 9.54% |
| Inception Date | 07 October 2009 |
| FUM (millions) | AU$10.4 |
| Fund Overview | Insync's investment strategy is driven by fundamentals combined with active risk management. Insync's aim is to invest in high quality, large cap global companies at attractive prices. Insync looks for companies that can consistently pay rising dividends and earn high returns on invested capital. Insync aims to provide investors with long term capital growth and some income. The Global Titans Fund is a concentrated portfolio of large cap global companies with downside protection. |
| Manager Comments | The Insync Global Titans Fund returned 0.91% in June as bond yields rose on the prospect of a tapering of QE.
The Fund's return was assisted by holdings in companies driven by consumer spending such as BSkyB, Macdonald's, Reckitt Benckiser, Nestlé and Roche performing, partly offset by the IT sector holdings such as IBM, Accenture and Oracle. The falling A$ and the Fund's SPI index hedge both also contributed positively. |
| More Information | » View detailed profile of this fund |
