Global Quality Equity Fund.
Capitalising on global megatrends for sustainable returns.
This fund targets long-term capital growth through strategic investment in high-quality companies that emerge from global megatrends. With a focus on sustainable growth, resilient earnings, and proven leadership, we employ rigorous analysis and active management to deliver steady, future-aligned growth.
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.
Investor Suitability.
The Global Quality Equity Fund is designed to provide a strategic advantage for forward-thinking investors seeking long-term growth.
Investor Profile_
The fund is tailored for growth-focused investors with a long-term mindset, who are receptive to a concentrated approach.
Risk Appetite and Tolerance_
The fund may be subject to higher short-term volatility, yet offers the potential for above-market returns by focusing on high-growth, durable companies.
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.
A proven strategy for results.
This fund is designed to harness the growth potential of powerful global megatrends, investing in high-quality companies poised to benefit from long-term structural shifts.
The fund’s performance reflects robust returns aligned with market-leading trends that drive sustainable growth.
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 Quality Equity Fund | 2.99% | -0.39% | 15.10% | 17.23% | 9.90% | 17.03% | 11.65% | 10.50% | 12.31% |
| MSCI ACWI (ex AUS) NTR (AUD)~ | 5.16% | -1.01% | 17.53% | 18.92% | 11.28% | 16.56% | 12.06% | 14.09% | 12.49 % |
~MSCI All Country World ex-Australia Net Total Return Index in Australian Dollars. #Inception date 03/07/2018.
5 KEY PORTFOLIO HOLDINGS
MEGATREND PARTICIPATION
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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