Category: Monthly Update

Patience is perhaps the most cited virtue in long-term investing — and yet it is rarely tested in quite the way the past 12-18 months have been.

Different parts of the market have been pulled in different directions simultaneously: energy surged while technology retreated; defensives lagged while cyclicals briefly led; geographies...

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