25 Sep 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:

• 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.
• The investment strategy has delivered above MSCI ($A) benchmark performance over the medium and longer terms with limited drawdowns and excellent risk statistics.The Sharpe ratio is 0.67  (ASX 200 Acc 0.26) and Sortino ratio 1.17 (ASX 200 Acc  0.28) and 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 62% positive months and a downside capture ratio of -0.42 over the same time frame.
• Emphasis on limiting downside risk is through extensive company research, the ability to hold cash and long protective index put options.

Sean Webster

Research and Database Manager
Australian Fund Monitors