28 Aug 2013 - Fund Review: Insync Global Titans Fund

Attached is our most recently updated Fund Review on the Insync Global Titans Fund.  

We would like to highlight the following aspects of the Fund:

• The Global Titans Fund invests in a concentrated portfolio of 15-25 stocks, targeting exceptional, large cap global companies with a strong focus on dividend growth and downside protection.
• Portfolio selection is driven by a core strategy of investing in companies with sustainable growth in dividends, high returns on capital, positive free cash flows and strong balance sheets.
• Emphasis on limiting downside risk through extensive company research, the ability to hold cash and long protective index put options.
• Strong track record of above MSCI ($A) benchmark performance with limited drawdowns and excellent risk statistics.The Sharpe and Sortino ratio are well above those of the ASX with downside deviation approximately one-half of the same Index since inception. The Fund has a record of 63% positive months and a downside capture ratio of -0.42 over the same time frame.

Sean Webster

Research and Database Manager
Australian Fund Monitors