Category: Monthly Update

The Fund faced short-term headwinds for the month posting a negative return whilst retaining the essential longer term double-digit returns after fees.

The Insync Global Quality Equity Fund returned -2.42% over the month and -8.22% for the last 12 months to February 2026.

The Insync Global Capital Aware Fund returned -2.49% over the month and -8.35% for the last 12 months to February 2026. As at month-end, the Fund maintained approximately 41.3% protection.

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...