Insync fund listed on CFS FirstWrap
Fund manager, Insync has announced that its Global Titans Fund has been included on the Colonial First State FirstWrap platform.
Inclusion on the platform was confirmed by Insync’s David Jones who said it had been included in the international equities section and that he was confident of adviser support for the product.
He claimed the fund’s inclusion reflected growing investor demand for more choice in international equities mangers by local investors.
“Insync believes that providing protection is critical,” he said. “The improvement in the global economy will not be seamless and protection strategies can make a real difference to meeting client objectives in times of volatility. Advisers seeking to blend funds may also find that Insync’s differentiated strategy blends well with other international funds and their domestic holdings.”
Jones said the fund invested in exceptional global companies with high ROIC, strong free cash flow, solid balance sheets and a long track record of returning cash to shareholders through growing dividends and/or share buy-backs.
He said global healthcare and consumer brands were well represented in the Fund because of the broad appeal of their products in the developed world, plus amongst the emerging middle class in developing countries.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
