| Report Date | 13 February 2014 |
| Manager | Insync Fund Managers |
| Fund Name | Insync Global Titans Fund |
| Strategy | Equity Long |
| Latest Return Date | January 2014 |
| Latest Return | -0.86% |
| Latest 6 Months | 7.33% |
| Latest 12 Months | 23.33% |
| Latest 24 Months | 53.25% |
| Annualised Since Inception | 10.96% |
| Inception Date | 07 October 2009 |
| FUM (millions) | AU$14.5 |
| 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 returned -0.86% (equity benchmark -1.5%) during January and 23.33% over the last year with a Sharpe ratio of 2.47.
The main positive contributions for the month came from our holdings in Comcast, BSkyB and TE Connectivity. The main negative contributors were BAT, Coach and Sanofi. The Fund, currently having no foreign exchange hedging in place, benefitted from a slight depreciation of the Australian dollar in January. The Fund has no direct emerging market exposure. |
| More Information | » View detailed profile of this fund |
