Category: Monthly Update

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.

The Insync Global Quality Equity Fund returned 1.14% over the month and has gained 12.30% for the last 12 months to September 2025.

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.