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 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 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 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 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.
The Insync Global Capital Aware Fund returned 0.99% in the three months to March 2025, outperforming the benchmark by 2.93%. Currently, the Fund’s protection level is approximately 70% of its notional equity exposure.
The Insync Global Capital Aware Fund outperformed the benchmark in February. The Fund's protection level increased in January due to stretched valuations — particularly in the U.S., where valuations have reached their highest levels since the dot-com bubble.
