Global Capital Aware Fund.
Capitalising on global megatrends and minimising risks for sustainable returns.
This fund targets long-term capital growth by strategically investing in high-quality companies poised to capitalise on transformative global megatrends. Unlike traditional global equity funds, it actively seeks to mitigate significant market downturns through hedging strategies.
What you need to know.
Concentrated_
The portfolio is concentrated on companies that meet strict criteria for quality, growth potential, and resilience within identified megatrends.
Greater Impact_
A focused approach allows for higher allocations in companies best positioned to benefit from structural changes, maximising the potential impact of each investment.
Diversification_
Capturing a range of growth drivers across sectors within the concentrated portfolio reduces the reliance on any single trend.
Multi-sector exposure_
The portfolio is not limited to one type of megatrend; it includes both technology-driven and non-technology structural trends, providing balanced exposure to transformative global shifts.
Megatrend Stability Cushion_
A blend of tech and non-tech megatrends offers a hedge against sector-specific volatility, while capturing growth from multiple economic transformations.
DOWNSIDE PROTECTION_
To help ensure savings endure throughout retirement, our strategy addresses key risks, such as longevity and sequence risk, by offering downside protection against significant market downturns while capturing growth in rising markets.
Who this fund is for.
The Global Capital Aware Fund is designed to provide a strategic advantage for forward-thinking investors seeking long-term growth whilst seeking to reduce losses from periods of major drawdowns in equity markets.
Investor Profile_
The fund is tailored for conservative long-term investors who are comfortable with a concentrated approach. It is designed for those seeking to mitigate major market downturns while capitalising on durable, high-growth opportunities.
Risk Appetite and Tolerance_
The fund is designed for those seeking to mitigate major market downturns while capturing steady growth from durable, high-quality companies aligned with transformative global megatrends.
TIME HORIZON_
The long-term orientation of the fund is ideally suited to investors with a minimum 5- to 7-year horizon who appreciate the value of remaining invested in structural growth opportunities.
Strong returns for the conservative growth investor.
Harnessing the growth potential of global megatrends, the fund invests in high-quality companies poised to benefit from structural shifts in technology, demographics, and sustainability. The result is a track record of robust, sustainable returns aligned with market-leading trends.
Fund Performance as at 30 April 2025
| 1 mth | 3 mth | 1 YR | 2 YR | rolling 3 YR AVG. |
3 YRS | rolling 5 YR AVG. |
5 YRS | SINCE INCEPTION # | |
|---|---|---|---|---|---|---|---|---|---|
| Insync Global Capital Aware Fund | 1.81% | 8.58% | 13.63% | 15.96% | 11.56% | 13.65% | 12.02% | 9.92% | 10.97% |
| MSCI ACWI (ex AUS) NTR (AUD)~ | -1.79% | -6.10% | 13.56% | 16.60% | 12.57% | 14.31% | 12.79% | 13.60% | 11.57% |
~MSCI All Country World ex-Australia Net Total Return Index in Australian Dollars. #Inception date 07/10/2009.
5 KEY PORTFOLIO HOLDINGS
- Mastercard
- Nintendo
- PulteGroup
- UnitedHealth Group
MEGATREND PARTICIPATION
- Data Analytics
- User Experience
- Interactive Entertainment
- Household Formation
- Silver Economy
Why invest
in this fund.
Megatrend investing provides a powerful complement to traditional strategies, aiming to unlock substantial growth and enhance resilience beyond typical market cycles.
The fund is designed to capture growth from major structural shifts in technology, demographics, and sustainability through a high-conviction, quality-focused portfolio aligned with global megatrends.
By concentrating investments in rigorously evaluated companies positioned for long-term growth, the fund maximises impact per selection, while maintaining balance across diverse industries and trends. This helps to hedge against sector-specific volatility.
Actively managed, the portfolio is continuously refined by our expert team to ensure alignment with changing market dynamics and key megatrends.
Invest with us.
To invest in the Global Quality Equity Fund or to find out more,
speak to a financial advisor today.
Let’s connect.
For enquiries, please complete the form or click here to contact us directly.
- ph. + 61 2 8094 1255
- e. info@insyncfm.com.au
- a. Level 4, 261 George Street, Sydney NSW 2000
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