Summary
This product is likely to be appropriate for a consumer seeking
capital growth to be used as
core component of their portfolio where the consumer has a
medium to long term investment timeframe and a
high risk/return profile.
Details
Consumer's investment objective
Capital Growth
In target market
Capital Preservation
Potentially in target market
Capital Guaranteed
Not in target market
Income Distribution
Potentially in target market
More Information:
The Fund’s objective for this class is to deliver global equity-like returns over rolling 5 year periods, while providing downside protection for severe market falls, so as to deliver a highly beneficial result to investors over the full cycle.
Consumer's intended product use
Solution/Standalone - a large allocation (75-100% of portfolio)
In target market
Major Allocation - (50-75% of portfolio)
Core Component - a medium allocation (25-50% of portfolio)
Not in target market
Minor Allocation - (10-25% of portfolio)
Satellite - a small allocation (<10% of portfolio)
Not in target market
More Information:
Insync will carefully construct a concentrated portfolio of the best ideas from the select group of superior companies. Investment weightings will vary significantly from benchmarks and, as such, the Fund’s performance will differ from indices.
The number of companies held in the portfolio will generally be between 20 and 40.
Consumer's investment timeframe
Short (<= 2 years)
In target market
Medium (>2 years)
Not in target market
Long (>8 years)
Not in target market
More Information:
An investment in the Fund should be regarded as long term, and investors should look to invest for 5 years or longer.
Consumer's Risk (ability to bear loss) and Return Profile
Low - can tolerate up to 1 period of underperformance over 20 years
Not in target market
Medium - can tolerate up to 4 periods of underperformance over 20 years
In target market
High - can tolerate up to 6 periods of underperformance over 20 years
In target market
Very High - can tolerate over 6 periods of underperformance over 20 years
Potentially in target market
Extremely High - the investor seeks extremely high risk, speculative or complex products
More Information:
The fund has a risk band of 5.
Consumer's need to withdraw money
Quarterly
In target market
More Information:
Under normal circumstances, unit holders can withdraw/redeem from the Fund daily by providing a redemption request to the Registry by 2:00pm (Sydney time) on a Business Day to be processed for that Business Day.
