Zenith ‘approves’ Insync equity fund

Yasmine Raso

Senior Journalist, Financial Newswire

13 December 2022

Zenith Investment Partners has become the latest research house to rate Insync Funds Management’s Global Quality Equity Fund as ‘Approved’, after it received a five-star rating from Canstar and four stars from SQM Research.

Zenith’s rating of the Insync fund was awarded as part of its 2022 international sector review, in which the Sydney-based manager was one of two new entrant managers in the Core/Neutral category of international funds.

Insync also had its environmental, social and governance (ESG) investing approach also recognised as ‘Aware’ in the review.

“Insync is also one of only seven active, broad-focused unlisted global managers added in 2022,” Insync’s CIO, Monik Kotecha, said.

“Released in 2018, our Global Quality Equity Fund represents the ‘long-only’ unit class of our longstanding Capital Aware Fund (with its added put protection) established back in 2009.

“With the fund meeting its formal performance objective, we are one of a handful of Quality managers in their Core sector; that also possesses a long and proven track record.”