Global Quality Equity Fund Update – September
The Insync Global Quality Equity Fund returned 1.14% over the month and has gained 12.30% for the last 12 months to September 2025.
We are here to guide the strategic decisions that will best position investors to capitalise on it.
Our systematic approach allows us to move quickly, pinpoint emerging opportunity, and construct portfolios continuously primed for performance.
Through our unique triple-layer decisioning investment model, we harness global megatrends, advanced algorithms, and deep insights to uncover sustainable growth opportunities.
Our approach synthesises data to time market moves and select companies with long-term earnings potential—because we believe earnings drive share prices.
The result is investments that we can strategically onboard and offboard to achieve optimal results.
We believe that disciplined investing in high-quality businesses drives strong, consistent returns over time. Melding robust data, trends, and expert insight, we’ve identified companies poised for sustainable growth and long-term success.
Whether you seek growth, downside risk management, or diversification, our funds are designed to meet a range of investment objectives.
Target long-term capital growth through strategic investment in high-quality companies that emerge from global megatrends. With a focus on sustainable growth, resilient earnings, and proven leadership, rigorous analysis and active management facilitates steady, future-aligned growth.
We harness transformative global megatrends to unlock sustainable, long-term returns. By focusing on exceptional companies and implementing advanced risk management strategies, we deliver resilient growth, even in dynamic market environments.
We leverage the power of structural global megatrends to deliver sustainable, long-term returns for New Zealand investors. The Insync Global Quality Equity PIE Fund is a New Zealand-domiciled, PIE-compliant fund that invests in what Insync believes to be a high-quality portfolio of global companies.
Discover expert analysis and data-driven perspectives on emerging trends. Stay informed with in-depth articles and reports on the latest opportunities.
The Insync Global Quality Equity Fund returned 1.14% over the month and has gained 12.30% for the last 12 months to September 2025.
The Insync Global Capital Aware Fund returned 0.95% over the month and has gained 12.90% for the last 12 months to August 2025. Approximately 27% of the fund is covered by index puts on a notional basis.
The Insync Global Capital Aware Fund returned -0.97% over the month and has gained 11.08% for the last 12 months to August 2025. Approximately 27% of the fund is covered by index puts on a notional basis.
The Insync Global Quality Equity Fund returned -0.51% over the month and has gained 10.68% for the last 12 months to August 2025.
Recognised for excellence, Insync’s achievements include the prestigious Fund Manager of the Year award, reflecting our commitment to delivering superior outcomes for investors.
Our funds are endorsed by leading research firms, including Zenith and SQM, underscoring the strength and credibility of our investment strategies.
Pioneering ESG integration, Insync’s funds are rated by Morningstar for sustainability, highlighting our dedication to responsible and forward-thinking investment practices.
Insync Global Capital Aware Fund received a Morningstar Sustainability Rating™ of High
Insync Global Quality Equity Fund received a Morningstar Sustainability Rating™ of High
© 2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its affiliates or content providers; (2) may not be copied, adapted or distributed; (3) is not warranted to be accurate, complete or timely and 4) has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), subsidiary of Morningstar. Neither Morningstar nor its content providers are responsible for any damages arising from the use and distribution of this information. Past performance is no guarantee of future results. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Morningstar’s publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. To obtain advice tailored to your situation, contact a financial adviser. Some material is copyright and published under license from ASX Operations Pty Ltd ACN 004 523 782. The ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
For enquiries, please complete the form or click here to contact us directly.
"*" indicates required fields