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Printed: 20 September 2026 2:14 PM

19 Mar 2014 - Insync Global Titans Fund

By: Australian Fund Monitors
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Report Date18 March 2014
ManagerInsync Fund Managers
Fund NameInsync Global Titans Fund
StrategyEquity Long
Latest Return DateFebruary 2014
Latest Return2.39%
Latest 6 Months12.08%
Latest 12 Months24.17%
Latest 24 Months50.34%
Annualised Since Inception11.33%
Inception Date07 October 2009
FUM (millions)AU$14.9
Fund OverviewInsync'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 CommentsInsync Global Titans Fund benefited from stronger equity markets during February returning 2.39% and 24.17% over the year with a notable down capture ratio of -0.84 and Sortino ratio of 7.58.

The Manager comments 'Despite the weaker US data, rising geopolitical tensions in the Ukraine and some economic uncertainties in China, markets chose to look through it all, seemingly comfortable in the belief that central banks around the world will come to the rescue again if necessary. The Fund's unit price increased by 2.4% in February. The solid performance was fairly broadly based across the portfolio, with the biggest positive contributions coming from our holdings in Reckitt Benckiser, BAT, GlaxoSmithKline, BSkyB and DirecTV. Small negative contributions came from Comcast, Safran and Zimmer Holdings. The Fund continues to have no foreign currency hedging in place.'
More Information» View detailed profile of this fund

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