INSYNC GLOBAL TITANS FUND
Attached is our most recently updated Fund Review on the Insync Global Titans Fund.
CPD Points are now available for all AFM Fund Reviews. Read the review and answer 5 questions to earn half a point toward your continuing professional development.
We would like to highlight the following:
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Global markets continued to record moderate gains over the month of June. Despite Q1 US real GDP estimates being revised down to -2.9% year on year, the US S&P 500 Index recorded its 6th straight quarterly gain supported by the Fed?s commitment to maintaining low interest rates despite signs of higher inflation. The news in Europe was less than rosy as markets slid on deflation concerns, thus far not taking much comfort in the ECB?s fresh round of measures to encourage bank lending.
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The Global Titans Fund invests in a concentrated portfolio of 15-30 stocks, targeting exceptional, large cap global companies with a strong focus on dividend growth and downside protection.
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Portfolio selection is driven by a core strategy of investing in companies with sustainable growth in dividends, high returns on capital, positive free cash flows and strong balance sheets.
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Emphasis on limiting downside risk is through extensive company research, the ability to hold cash and long protective index put options.
For further details on the Fund, please do not hesitate to contact us.
Sean Webster
Research Manager
Australian Fund Monitors
Insync Global Titans Fund June 2014 (pdf format)
