| Report Date | 16 January 2014 |
| Manager | Insync Fund Managers |
| Fund Name | Insync Global Titans Fund |
| Strategy | Equity Long |
| Latest Return Date | December 2013 |
| Latest Return | 4.90% |
| Latest 6 Months | 12.45% |
| Latest 12 Months | 28.50% |
| Latest 24 Months | 49.58% |
| Annualised Since Inception | 11.41% |
| Inception Date | 07 October 2009 |
| FUM (millions) | AU$14.2 |
| 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 4.9% in December ahead of the MSCI All Country Index in $A at 4.0% with the Fund recording an up capture ratio of 0.45 and down capture ratio of -1.17 over the last 12 months.
The Fund's Sharpe ratio of 3.18 is notable as is the maximum drawdown on 2.54%, also over the last 12 months.
Key contributors for the month came from holdings in Disney, Oracle, Discover Financial Services, BSkyB and TEConnectivity. CR Bard and Coach were the only detractors. The Fund has no foreign exchange hedging in place and benefitted from the 2.1% depreciation of the Australian dollar against the US dollar in December. |
| More Information | » View detailed profile of this fund |
