Global Quality Equity PIE Fund
Outperforming global benchmarks for sustainable returns.
The Insync Global Quality Equity PIE Fund (“Fund”) is a PIE-compliant New Zealand-domiciled fund with investments managed by Insync Funds Management Pty Limited (“Insync”). FundRock NZ Limited is the issuer and manager of the Fund. The Fund is registered as an offer within the Insync Investment Funds (a Managed Investment Scheme) under the Financial Markets Conduct Act 2013 and is regulated by the FMA.
The Fund’s long-term performance objective is to outperform the MSCI All Country World ex- Australia Net Total Return Index in New Zealand dollars (after fees and before taxes). While short term performance may reflect some volatility, Insync will focus on identifying exceptional businesses and growing investor wealth steadily over the long term.
The Fund invests into an underlying fund, which is designed to grow wealth through a quality and valuation- based approach to investing in what Insync believes to be a high-quality portfolio of global companies benefiting from powerful structural megatrends. The underlying fund’s principal investments will be in shares in companies listed on international stock exchanges (including the US, Europe, and Asia). It may also hold cash, currency contracts, American Depository Receipts, and Global Depository Receipts. The manager of the Underlying Fund may, at its discretion, hedge part or all of the Underlying Fund’s currency exposures into Australian dollars from time to time.
What you need to know.
Concentrated_
The underlying 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 underlying 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 Insync Global Quality Equity PIE Fund is designed for New Zealand investors seeking long-term growth through a quality-focused global portfolio with the tax advantages of PIE.
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.
Strong returns for the conservative growth investor.
This fund is designed to capture long-term growth by investing in high-quality global companies positioned to benefit from powerful structural megatrends. With a focus on outperforming the MSCI All Country World ex-Australia Net Total Return Index (in NZD, after fees and before taxes), it balances short-term volatility with steady wealth creation over time.
Fund Performance as at 30 Aug 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 PIE Fund (NZ) -Inception 18 August 2025 | – | – | – | – | – | – | – | – | – |
| Underlying – Global Quality Equity Fund (AUD) – Inception 3 July 2018 | -0.51% | -1.49% | 10.67% | 12.96% | 10.30% | 16.65% | 11.47% | 8.74% | 11.62% |
| MSCI ACWI (ex AUS) NTR (AUD)~ | 0.78% | 6.73% | 20.17% | 19.01% | 11.74% | 19.60% | 12.39% | 14.81% | 13.05% |
~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 Insync Global Quality Equity PIE Fund or to find out more,
speak to your New Zealand 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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