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Terms and conditions

Please click here for a preview of our revamped website and test some of the new features which includes an easy to use filter mechanism to explore our funds and portfolios.

New site for South Africa users only: International users please use the current site until the new international version is launched.

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Documents and forms

Access deeper knowledge


To invest with Ashburton Investments, speak to your financial advisor to ensure your investment choice is appropriate for your needs.

Once you have made your investment choices and reviewed the fund literature and terms and conditions, complete the appropriate application forms which can be found below.

Gather your certified proofs of identity and residency. For a guide to certification, click here.

Your financial advisor will submit all the documents on your behalf, or you can submit them directly to clientsupport@ashburton.com.

If you require assistance, please speak to your financial advisor or our Client S​upport Team on +44 (0) 1534 512345 or clientsupport@ashburton.com.

Application forms

​Fund overview flyers


​Annual and interim reports

Key Investor information
Documents (KIIDs)



 Swiss qualified investors only


 Ashburton Replica Portfolio Limited

 Ashburton Emerging Markets Funds Limited

 Ashburton Money Market Funds Limited

 Ashburton Global Investment Funds Limited

Report​able income