The Insync Global Quality Equity PIE Fund (“Fund”) is a PIE-compliant New Zealand-domiciled fund with investments managed by Insync Funds Management Pty Limited (“Insync”). FundRock NZ Limited is the issuer and manager of the Fund. The Fund is registered as an offer within the Insync Investment Funds (a Managed Investment Scheme) under the Financial Markets Conduct Act 2013 and is regulated by the FMA.
The Fund's long-term performance objective is to outperform the MSCI All Country World ex- Australia Net Total Return Index in New Zealand dollars (after fees and before taxes). While short term performance may reflect some volatility, Insync will focus on identifying exceptional businesses and growing investor wealth steadily over the long term.
The Fund invests into an underlying fund, which is designed to grow wealth through a quality and valuation- based approach to investing in what Insync believes to be a high-quality portfolio of global companies benefiting from powerful structural megatrends. The underlying fund's principal investments will be in shares in companies listed on international stock exchanges (including the US, Europe, and Asia). It may also hold cash, currency contracts, American Depository Receipts, and Global Depository Receipts. The manager of the Underlying Fund may, at its discretion, hedge part or all of the Underlying Fund’s currency exposures into Australian dollars from time to time.
Currency exposure of the Fund is not hedged back to New Zealand dollars.
Please refer to the Product Disclosure Statement for the Insync Investment Funds (“Scheme”) for more information about the Fund. Insync is responsible for making recommendations and decisions about what the Fund invests in.
