Manager Summary
Established in July 2009 by Monik Kotecha, Chief Investment Officer, Insync is an independently owned global equity specialist based in Sydney, Australia. Insync believes that investing in a concentrated portfolio of highly profitable companies benefitting from global megatrends leads to superior returns over time. They do this through conservative stock selection from a select pool of exceptional global companies and by actively managing market risk and currency risk.
Strategy Summary
The Global Capital Aware Fund invests in a concentrated portfolio of high quality companies benefiting from structural trends, together with an active derivative overlay designed to reduce severe market losses. Over a full market cycle, the Fund targets absolute returns of 8-12% per annum after fees and costs and before tax. Its benchmark is the MSCI All Country World ex-Australia Net Total Return Index in Australian dollars.
Quintile Ranking vs. Equity Long - Large Cap - Global Peer Group (197 funds) as at July 2026
Insync Global Capital Aware Fund
All Countries World Index (AUD)
Quintile Rankings display Key Performance Indicators (KPI's) against the fund's Peer Group. Each green square ranks the fund in one quintile (or 20%) of its peer group - five green squares indicate the fund is in the best quintile for each KPI. The performance of the peer group's underlying index is shown by a red dot.