SQM Research has upgraded the Insync Global Capital Aware Fund to the rating Category of “Superior” (4 Stars), and in its first review also awarded the Insync Global Quality Equity Fund a “Superior” (4 Stars) Rating.
This rating indicates that SQM believes the funds “have an appreciable potential to outperform over the medium-to-long term” and that “management is of a high calibre”. SQM stated that it considers both funds to be suitable for inclusion on most Approved Product Lists (APLs).
In its reports, SQM said: “The Funds have displayed solid defensive characteristics in the face of equity market distress” and “the Manager’s pure stock selection skills add material value”. It also noted the strength and experience of the team, stating “the investment team have considerable experience in funds management and equity investing”.
Damen Purcell, National Manager Distribution at Insync Funds Management, said the strong ratings for both funds were great endorsements of the strength of Insync’s investment team and quality investment process. “Our focus on building a high-quality investment portfolio, combined with strong and disciplined risk management to reduce downside risk, has enabled Insync to generate excellent performance for our investors”.
The firm was launched in 2009 by Monik Kotecha and Garry Wyatt and has a consistent long-term track record of picking up most of the upside in rising markets, and most importantly, an inherently low downside participation in declining markets.
“Our investment philosophy revolves around very high-quality companies that are benefiting from disruption, have long runways of growth through exposure to global megatrends and are highly profitable, said Mr Purcell”.
Insync funds are available on Macquarie Wrap, Netwealth, HUB24, Powerwrap and ASX mFund.
Damen Purcell
National Manager Distribution
Insync Funds Management
02 8094 1255
0423 529 078
dpurcell@insyncfm.com.au
www.insyncfm.com.au