Insync’s Global Titans Fund now available.

International equities manager, Insync Fund Managers, has made its Global Titans Fund available on the ASX mFund settlement service (mFund).

“The growing demand for international investment by all Australian investors including SMSFs spurred us to bring our flagship fund onto mFund allowing direct investment access via the ASX.

The fund aims to grow wealth through consistent equity returns whilst protecting investor’s wealth against potential significant downturns.

Given the nature of the highly concentrated resources and financial sectors in the domestic market we concentrate on identifying opportunities that are either unavailable or under–represented in Australia. Examples of these include global healthcare IT, consumer brands, and selective industrials with dominant global market shares to name a few.

These exceptional global companies must have high return on capital, 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.

Where the fund is different or unique is that we offer protection or insurance against sudden and significant downturns through the strategic use of index puts to cushion investors through volatile periods. This was particularly compelling when we witnessed the extreme volatility associated with the Euro crisis and the US debt debacle where our fund actually increased in value.

“The minimum investment into Insync’s Global Titans Fund is $10,000 with minimum additional investment of $1,000” said Monik Kotecha, CIO, Insync Fund Managers.

Insync Fund Managers has outsourced the fund’s responsible entity role to Select Asset Management (part of the OneVue group). Select is a Foundation Member of mFund.

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Nitesh Patel

Insync Fund Managers dynamically implements index put strategies to protect its international equities portfolio.

As the markets have significantly recovered from their 2009 lows and valuations on many equity markets are high Insync believes that investors should increasingly focus on preserving the return.

With rising markets comes complacency reflected in the volatility of equity markets recently reaching record lows. Insync have taken advantage of the low volatility by increasing the level of protection.

“Our DNA is ‘growth with protection’ and we established a downside protection strategy when we started the Fund. During the last two periods of high volatility, during the EU crisis and US debt debacle, the equity markets fell sharply whilst the Insync’s Global Titans Fund increased in value.

“Unlike passive funds, we concentrate on truly “exceptional” global companies that constitute only a small part of any major index and not generally available in Australia,” said Nitesh Patel, Portfolio Manager at Insync.

Insync seeks ‘exceptional’ companies that have resilient business models and consistently provide:

• High ROIC
• Highly visible and low volatile earnings stream
• Resilient and dominant market positioning
• Growth potential through innovation or new markets
• Strong free cash flow yield.
• Strong shareholder yield and focus of consistent and growing dividends/buybacks

The favoured sectors for Insync include growth opportunities in:

• Global healthcare
• Information technology
• Global consumer brands
• Media – Pay TV and content

“The arguments for including international equities in a portfolio is not only based on diversification for its own sake but also to access sectors that are not available in Australia.

“A relatively strong currency, due partly to the yield differential with the major economies, has continued to hurt he Australian economy. However it does offer investors the opportunity to buy quality offshore assets at attractive prices,” said Mr Patel.

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Insync have a proven strategy of generating consistent returns with lower volatility than the general market. The Fund has demonstrated the benefits of the downside protection strategy since it was launched in 2009.

“We are delighted to join Colonial First State FirstWrap in the international equities section and are confident of strong adviser support as they look for potentially better value and diversification offshore,” said David Johns, Insync Fund Managers. “Inclusion reflects growing investor demand for more choice in international equities managers by local investors”.

Insync believes that providing protection is critical. 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.

“The Fund invests 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. Global healthcare and consumer brands are 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.

“We also see value in some global manufacturers and IT that are largely unavailable or under-represented for investors in the local market,” said Johns.

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