SQM Research gives ‘favourable’ rating to Insync’s fund
Insync Fund Managers’ Global Titans Fund, which aims to deliver global equity-like returns over rolling five year periods, has been awarded ‘favourable’ approved investment grade by SQM Research.
The fund, which met its performance objective and posted a 16.6 per cent return for the year to December 2017 and 1.74 per cent over the benchmark, also aims to provide downside protection in severe markets, the company said.
According to Insync’s founder and chief investment officer, Monik Kotecha this rating would help confirm its position in providing risk benefits for advisers in equity portfolio construction.
Kotecha added that the fund invested in the stocks which would be able to “endure cycles, changes and advances in technology without geographic bias”.
“We are delighted to receive this rating,” he said.
“The benefits of our quality style of equity investing and megatrends approach combined with our downside protection feature is likely to deliver strong absolute returns over time.
“Despite typical local market bias by most, we believe a bigger, brighter, less risky and more rewarding future lays outside our shores. Australia just isn't positioned for the main game of holding tomorrows leading core industries and companies that will fuel future strong reliable economic growth and investor returns.”
AUTHOR
Oksana Patron
Recommended for you
Clime Investment Management has faced shareholder backlash around “unsatisfactory” financial results and is enacting cost reductions to return the business to profitability by Q1 2025.
Amid a growing appetite for alternatives, investment executives have shared questions advisers should consider when selecting a private markets product compared to their listed counterparts.
Chief executive Maria Lykouras is set to exit JBWere as the bank confirms it is “evolving” its operations for high-net-worth clients.
Bennelong Funds Management chief executive John Burke has told Money Management that the firm is seeking to invest in boutiques in two specific asset classes as it identifies gaps in its product range.
