27 Nov 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.
• The Fund?s unit price increased by 1.5% in October, with the largest positive contributions coming from our holdings in CR 
  Bard, Reckitt Benckiser, Wyndham Hotels, British Sky Broadcasting and Sanofi. The main detractors for the month included 
  Coach and Dr Pepper Snapple. 
• 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 is through extensive company research, the ability to hold cash and long protective index put options.

For further details on the Fund, please do not hesitate to contact us.

Australian Fund Monitors