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For professional investors only and should not be relied upon by retail clients. This presentation is for information only and does not constitute an offer, recommendation or solicitation to subscribe or purchase any products. Past performance is not a guide to future returns and investors may not get back the full amount invested. For funds that invest in overseas markets changes in currency exchange rates may affect the value of an investment. Investments in small and emerging markets can be more volatile than other more developed markets. The Full Prospectus and Simplified Prospectus for this fund are available from INSYNERGY Investment Management Limited 25 Moorgate, London EC2R 6AY. Issued by INSYNERGY Investment Management authorised and regulated by the FSA. IIML/0109/1031

Please note that the views expressed in this video may not reflect the views of AXA Winterthur Wealth Management

Hear from a Fund Manager that thinks like a client

Chapters

• Introduction
• The INSYNERGY model is to identify and meet investor needs. How does the INSYNERGY Odey Fund fit into this model?
• The attractions of Crispin’s approach.
• Unconstrained investing.
• Non-benchmarked asset allocation.
• Stock selection - what to look for in a company.
• Key reasons behind the fund’s significant outperformance.
• Sustainable recovery or is it time to take profits?
• Current themes in the portfolio.
• The types of client that this fund could appeal to.