Category: Monthly Update

The Insync Global Capital Aware Fund returned -0.97% over the month and has gained 11.08% for the last 12 months to August 2025. Approximately 27% of the fund is covered by index puts on a notional basis.

The Insync Global Capital Aware Fund returned 0.95% over the month and has gained 12.90% for the last 12 months to August 2025. Approximately 27% of the fund is covered by index puts on a notional basis.

The Insync Global Quality Equity Fund returned -0.51% over the month and has gained 10.68% for the last 12 months to August 2025.

The Insync Global Capital Aware Fund returned -0.89% over the month and added 10.56% for the last 12 months to July 2025. Currently, the Fund’s protection level is approximately 25% of its notional equity exposure.exposure.

The Insync Global Quality Equity Fund returned -0.88% over the month and added 10.03% for the last 12 months to July 2025.

The Insync Global Quality Equity Fund added 2.53% over the quarter and returned 13.42% for the last 12 months to June 2025.

The Insync Global Capital Aware Fund added 4.29% over the quarter and returned 13.94% for the last 12 months to June 2025. Currently, the Fund’s protection level is approximately 23% of its notional equity exposure.

The Insync Global Quality Equity Fund added 2.99% in May, in comparison to a benchmark return of 5.16%. The underperformance during the month was primarily driven by our relative underweights in the U.S. megacap technology sector, particularly Nvidia, where we viewed valuations as excessive and maintained a conservative positioning, pricing and timing of the Switch 2 launch was understandable, as the new console was unveiled amid heightened geopolitical tensions following the U.S. announcement of sweeping reciprocal tariffs.

The Insync Global Capital Aware Fund added 2.59% in May, in comparison to a benchmark return of 5.16%. Currently, the Fund’s protection level is approximately 24% of its notional equity exposure. The underperformance during the month was primarily driven by our relative underweights in the U.S.

The Insync Global Capital Aware Fund generated a positive return of 1.81% in April, outperforming the benchmark by 3.6%. Currently, the Fund’s protection level is approximately 45% of its notional equity exposure down from 70% at the end of March.