| Report Date | 14 October 2013 |
| Manager | Insync Fund Managers |
| Fund Name | Insync Global Titans Fund |
| Strategy | Equity Long |
| Latest Return Date | September 2013 |
| Latest Return | -0.60% |
| Latest 6 Months | 8.85% |
| Latest 12 Months | 16.53% |
| Latest 24 Months | 37.07% |
| Annualised Since Inception | 9.26% |
| Inception Date | 07 October 2009 |
| FUM (millions) | AU$11.5 |
| 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 has just completed it's fourth year with a return of 9.26% (ASX 200 Accum 7.03%) and annualised volatility of 8.34% (Index 12.35%) since inception.
The main detractors for the month were GlaxoSmithKline, General Mills and SAP. The largest positive contributions came from our holdings in Reckitt Benckiser, British Sky Broadcasting, Safran and Nestle. Safran has more than a 75% market share in narrow-body aircraft engines, an industry with very high barriers to entry. |
| More Information | » View detailed profile of this fund |
