| Report Date | 14 April 2014 |
| Manager | Insync Fund Managers |
| Fund Name | Insync Global Titans Fund |
| Strategy | Equity Long |
| Latest Return Date | March 2014 |
| Latest Return | -3.00% |
| Latest 6 Months | 9.38% |
| Latest 12 Months | 19.05% |
| Latest 24 Months | 36.31% |
| Annualised Since Inception | 10.36% |
| Inception Date | 07 October 2009 |
| FUM (millions) | AU$15.1 |
| 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 -3.0% (Fund Benchmark MSCI ACWI -3.1%) during March, bringing annual performance to 19.05%. The Fund had sound Sharpe and Sortino ratios of 1.72 and 3.67 respectively over the twelve months with up and down capture ratios of 0.32 and 0.88.
The monthly commentary notes 'March was a difficult month for equity markets with the sell-off triggered by the mid-month Federal Reserve meeting in the US, which was marginally more hawkish than expected and comments from Chairman Yellen, who appeared to suggest that there would only be a six month pause between the end of tapering and the first rate rise. This resulted in a sell-off in the equity markets with the higher beta stocks, including the biotech, cloud computing, social media, 3-D printing and internet sector, hit the hardest wiping out many months of gains in a matter of weeks.'
|
| More Information | » View detailed profile of this fund |
