| Report Date | 24 October 2014 |
| Manager | Insync Fund Managers |
| Fund Name | Insync Global Titans Fund |
| Strategy | Equity Long |
| Latest Return Date | September 2014 |
| Latest Return | 3.81% |
| Latest 6 Months | 4.09% |
| Latest 12 Months | 13.86% |
| Latest 24 Months | 32.67% |
| Annualised Since Inception | 10.16% |
| Inception Date | 07 October 2009 |
| FUM (millions) | AU$16.7 |
| 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 | In a difficult month for equities the Insync Global Titans Fund returned 3.81%, bringing 12 month returns to 13.86% with volatility at 8.09%. The Sharpe and Sortino ratio are notable at 1.35 and 2.81.
Key positive contributors for the month came from our holdings in Sanofi, Zimmer, Reckitt Benckiser and BSkyB. The main negative contributors were Medtronic, Publicis Group, Oracle, and Hugo Boss. The Fund continues to have no foreign currency hedging in place as Insync consider the main risks to the Australian dollar to be on the downside. |
| More Information | » View detailed profile of this fund |
