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| Fund Overview | Insync employs four simple screens to narrow the universe of over 40,000 listed companies globally to a focus group of high-quality companies that it believes have the potential to consistently grow their profits and dividends. These screens are: size of the company, balance sheet performance, valuation and dividend quality. Companies that pass this due diligence process are then valued using dividend discount models, free cash flow yield and proprietary implied growth and expected return models. The end result is a high conviction portfolio typically of 15-30 stocks. The principal investments will be in shares of companies listed on international stock exchanges (including the US, Europe and Asia). The Fund may also hold cash, derivatives (for example futures, options and swaps), currency contracts, American Depository Receipts and Global Depository Receipts. The Fund may also invest in various types of international pooled investment vehicles. |
| Manager Comments | The Fund returned -7.89% in March against the Index's -8.07%. As the Australian dollar fell significantly against the USD dollar, Insync hedged back into AUD a portion of the Fund's USD exposure. Insync believe the portfolio is well positioned for the recovery in markets. Their view is that large-scale operations with the strongest balance sheets, a long runway for growth due to global megatrends, and effective capital allocators are going to be the greatest beneficiaries as global economies start to recover. They noted the Fund's global megatrend companies are less sensitive to the economic cycle or crisis and have therefore have not had to make significant changes to the portfolio. |
| More Information |
