Fund Monitors Pty Ltd
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Printed: 13 April 2024 10:58 PM


30 Jun 2022 - Fund Review: Insync Global Capital Aware Fund May 2022



Attached is our most recently updated Fund Review on the Insync Global Capital Aware Fund.

We would like to highlight the following:

  • The Global Capital Aware 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.
  • 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.
  • 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.

Australian Fund Monitors

Attached Files:

Australian Fund Monitors Pty Ltd
A.C.N. 122 226 724
AFSL 324476
Email: [email protected]