13 Dec 2013 - Insync Global Titans Fund

By: Australian Fund Monitors

Report Date	12 December 2013
Manager	Insync Fund Managers
Fund Name	Insync Global Titans Fund
Strategy	Equity Long
Latest Return Date	November 2013
Latest Return	4.36%
Latest 6 Months	8.18%
Latest 12 Months	23.47%
Latest 24 Months	44.38%
Annualised Since Inception	10.38%
Inception Date	07 October 2009
FUM (millions)	AU$13
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 returned 4.4% during November and twelve month return of 23.47% with low volatility of 6.67% p.a. The Fund's continues to record sound risk statistics with an annualised volatility of 8.36% p.a. (S&P/ASX 200 Accumulation Index 12.24% p.a.), a maximum draw-down of 4.39% (15.13%) and a down capture ratio of -0.52. The biggest contributors for the month were Time Warner Cable (a subject of takeover speculation), Coach, Wyndham Worldwide, Reckitt Benckiser and Oracle. The Fund benefited from the depreciation of the Australian dollar during the month, having no foreign exchange hedging in place.
More Information	» View detailed profile of this fund

Fund Monitors Pty Ltd

13 Dec 2013 - Insync Global Titans Fund