Global Quality Equity Fund Update – October
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 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.
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.