Category: Monthly Update

The Insync Global Quality Equity PIE Fund returned -3.00% over the month and 0.92% for the last 6 months to January 2026.

The Insync Global Capital Aware Fund returned -3.07% over the month and -6.05% for the last 12 months to January 2026. As at the end of January 2026, the Fund maintained approximately 69% protection.

The Insync Global Quality Equity Fund returned -2.95% over the month and -5.97% for the last 12 months to January 2026.

The Insync Global Quality Equity PIE Fund returned -1.73% over the month and 4.05% since its inception on 13 August 2025.

The Insync Global Quality Equity Fund returned -0.90% over the month and has gained 4.74% for the last 12 months to November 2025. Alphabet was a key contributor to portfolio returns, with its shares reaching all-time high during the month

The Insync Global Capital Aware Fund returned -1.24% over the month and has gained 4.77% for the last 12 months to November 2025. Approximately 65% of the fund is covered by index puts on a notional basis.

Over more than sixteen years, Insync has delivered annualised returns in the 10–12% range by investing in high-quality, highly profitable businesses with enduring competitive advantages, exposure to long-term structural growth trends...

Equity market returns in 2025 were dominated by an unusually narrow group of large technology stocks, reinforced by strong passive fund inflows and an exceptional run in momentum-driven strategies.

The Insync Global Quality Equity Fund returned 1.81% over the month and has gained 11.57% for the last 12 months to October 2025, consistent with the returns of the fund since inception

The Insync Global Capital Aware Fund returned 1.30% over the month and has gained 11.63% for the last 12 months to October 2025, consistent with the returns of the fund since inception. Approximately 43% of the fund is covered by index puts on a notional basis.