| Report Date | 15 September 2013 |
| Manager | Insync Fund Managers |
| Fund Name | Insync Global Titans Fund |
| Strategy | Equity Long |
| Latest Return Date | August 2013 |
| Latest Return | -1.95% |
| Latest 6 Months | 10.78% |
| Latest 12 Months | 18.20% |
| Latest 24 Months | 44.06% |
| Annualised Since Inception | 9.63% |
| Inception Date | 07 October 2009 |
| FUM (millions) | AU$11.4 |
| 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 | Insync Global Titans Fund recorded -1.95% during August with the low risk shown by the maximum drawdown of -2.04% (ASX Accumulation Index -6.72%) over the last 12 months.
The Fund's low risk is further indicated by it's downside deviation of 3.16% (Index 5.93%) and a down capture ratio of -0.80, also over the last 12 months.
The Fund's unit price decreased by 1.9% in August. Positive contributions coming notably from our holdings in British Sky Broadcasting, Hugo Boss and GlaxoSmithKline were more than offset by declines in Sanofi, Philip Morris and Walt Disney. Currency movements had less impact on the portfolio in August than they did in the previous three months. |
| More Information | » View detailed profile of this fund |
