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 that possess long 'runways' of future growth benefiting from Megatrends with the addition of index put protection to manage downside risk. The fund aims to outperform the MSCI All Country World ex-Australia Net Total Return Index (in Australian Dollars) over a full market cycle before the cost of protection.
Key Terms
Status:
Open
Inception Date:
Oct 2009
Strategy:
Equity Long
Style:
Growth
Geography:
Global
Domicile:
Australia
Investors:
Wholesale & Retail
Min. Investment:
AU$ 10,000
Distributions:
Annually
Applications:
Daily
Fund Size:
AU$ 68.98m
Management Fee:
1.30%
Manager FUM:
AU$ 170.21m
Performance Fee:
0.00%
Key Statistics
Fund
Index*
Fund
Index*
May 2024:
0.90%
1.46%
Sharpe1:
0.75
0.87
1 Year:
18.70%
21.18%
Sortino1:
1.20
1.38
3 Years1,2:
6.91%
10.60%
Best Month1:
9.56%
8.06%
5 Years1,2:
11.45%
12.66%
Worst Month1:
-9.49%
-8.08%
Inception1,2:
10.78%
11.34%
Volatility1,2:
11.45%
10.37%
Up-Capture1:
64%
N/A
Down-Capture1:
88%
N/A
*All Countries World Index (AUD), 1Since Oct 2009, 2Annualised
Cumulative Returns
Fund Index
Insync Global Capital Aware Fund - Cumulative Performance vs All Countries World Index (AUD)
Drawdowns
Fund Index
Drawdown%
Fund Index
Quintile Ranking vs. Equity Long - Large Cap - Global Peer Group (174 funds) as at May 2024
1 Year
3 Year
5 Year
7 Year
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.