Fact Sheet
As at March 2024
As at March 2024
Insync Global Quality Equity Fund
APIR: ETL5510AU
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 fund aims to outperform the MSCI All Country World ex-Australia Net Total Return Index (in Australian Dollars) over a full market cycle. Insync invests in a concentrated portfolio of high quality companies that possess long 'runways' of future growth benefitting from Megatrends.
Key Terms
| Status: | Open | Inception Date: | Jul 2018 |
| Strategy: | Equity Long | Style: | Growth |
| Geography: | Global | Domicile: | Australia |
| Investors: | Wholesale & Retail | Min. Investment: | AU$ 10,000 |
| Distributions: | Annually | Applications: | Daily |
| Fund Size: | AU$ 79.73m | Management Fee: | 0.98% |
| Manager FUM: | AU$ 170.21m | Performance Fee: | 0.00% |
Key Statistics
| Fund | Index* | Fund | Index* | ||
| Mar 2024: | 0.59% | 3.01% | Sharpe1: | 0.90 | 0.89 |
| 1 Year: | 28.11% | 26.01% | Sortino1: | 1.50 | 1.42 |
| 3 Years1,2: | 11.40% | 12.56% | Best Month1: | 9.61% | 8.06% |
| 5 Years1,2: | 14.22% | 12.82% | Worst Month1: | -9.17% | -8.08% |
| Inception1,2: | 13.12% | 11.57% | Volatility1,2: | 12.02% | 10.38% |
| Up-Capture1: | 92% | N/A | Down-Capture1: | 90% | N/A |
General Notes
Returns prior to July 2018 simulated and are derived by taking the underlying gross performance of the Insync Capital Aware Fund, excluding the cost of Put Protection and adding back in an MER of 0.98% p.a.
Cumulative Returns Fund Index
Insync Global Quality Equity 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 (160 funds) as at March 2024
1 Year
3 Year
5 Year
7 Year
Insync Global Quality Equity 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.