A new PIE with a different flavour

Insync Funds Management, a long-established specialist global equities manager based in Sydney, has registered the PIE version of its flagship Insync Global Quality Equity Fund.

Thursday, July 3rd 2025, 8:27AM

Investors have had access to its Australian Unit Trust offerings since 2017, with this latest addition signifying its commitment to New Zealand.

Whilst it’s now common to see Australian managers release a PIE alternative, what is different with this fund is the ‘Quality’ investment style employed; one that Insync largely pioneered in Australasia 15 years ago. It is the active equity sub-sector currently experiencing strong positive inflow support in Australia.

This contrasts with the myriad of growth and value style choices available. The quality investment style zeros in on what the label implies, excellent financial and management characteristics. It stands apart from the more common styles with a combination of shared attributes and a key difference.

Sharing a focus with value managers on not overpaying, yet growth oriented in looking for long runways of upside – but not driven by market sectors or economics; rather by the compounding sustainable profits of the underlying companies.

Insync has a demonstrable heritage of systematically managing downside risks for investors- something that right now given world affairs is perhaps a prudent consideration.

Grant Pearson its New Zealand resident shareholder and executive said, “We have had minimal exposures to the so-called Magnificent 7 for quite some time now. We are also underweight the USA overall as its long-held profitability premium over other markets is narrowing and risks are rising.”

“Whilst close disciplined attention to risk sometimes means returns may lag a little in the short run, the longer-term results are better assured. Patient investors have been rewarded with slightly over 12% annually compounding returns since 2009. This easily exceeds adviser portfolio targets and comes with well managed risk attributes.”

Established in 2009 by its chief investment officer Monik Kotecha, he and the team co-invest into the underlying high-conviction fund targeting a concentrated portfolio of larger global stocks that are positioned to benefit from a range of transformative global mega-trends.

« Going for good growth

Nikko expands Goals Getter fund range »

Special Offers