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A forward looking process to

A forward looking process to

Future proof your wealth

Future-Focused
Global Megatrends
Accelerating Change

Insync's Investment Philosophy

In a complex and rapidly changing world, quality counts. How we find quality is found in the below three factors. It helps us avoid ‘bubbles’ the flash-in-the-pan companies, and in handling economic stormy times

Future-focused

Future-Focused

Looking ahead is more important than relying on the past. It’s one thing to be todays winning stock, or well-known ones of the past, but its critical to understand what is driving tomorrow’s winners for today’s investors. 

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Central to this is getting a firm view on a company’s Return On Invested Capital (ROIC). Insync has a clever way of identifying those that can strongly grow their ROIC sustainably.

Megatrends

Global Megatrends

Gigantic seismic shifts in demand; they’re powerful forces shaping demand for goods and services. Technology, demographics and social attitudes matter in selecting tomorrow’s winners.

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Megatrends are enduring tailwinds that push well run companies to success beyond the market’s expectations. They also help us avoid tomorrow’s losers too.

Accelerating Change

Change has always been around. What’s different is the velocity of change is forever speeding up. Its upending markets and long-held beliefs and rules of how business and industries operate. Studying the likely impact on megatrends, industries and companies is essential in managing risks and selecting tomorrow’s winners.

Disruption

Insync's approach to Environmental, Social,
and Governance (ESG)

Insync's approach to ESG
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Equity Trustees Limited (“EQT”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Insync Global Quality Fund and the Insync Global Capital Aware Fund.  EQT is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).  This information has been prepared by Insync Funds Management Pty Ltd (ABN 29 125 092 677, AFSL 322891) (“Insync”), to provide you with general information only. In preparing this information, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither Insync, EQT nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product.

©2018 by Insync Funds Management Pty Ltd.

Disclaimer

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