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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.

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Fact sheets and performance summary

Access deeper knowledge

 

All of our latest fact sheets are available below. To view archived fact sheets, please select the year and month below and click the download icon. 

Ashburton Investments was launched in June 2013, for fact sheets of Funds managed by Ashburton prior to June 2013 please contact us.​

 

To see the latest monthly performance summary for these funds please click here

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FundAsset classShare classDateDownload
Ashburton Africa Equity Opportunities Fund (USD) EquityRAUG 2018
Ashburton Chindia Equity Fund (GBP) EquityRAUG 2018
Ashburton Global Balanced Feeder Fund (GBP Hedged) Multi AssetRAUG 2018
Ashburton Global Balanced Feeder Fund (USD Hedged) Multi AssetRAUG 2018
Ashburton Global Balanced Fund (EUR Hedged) Multi AssetRAUG 2018
Ashburton Global Balanced Fund (GBP) Multi AssetRAUG 2018
Ashburton Global Balanced Fund (USD Hedged) Multi AssetRAUG 2018
Ashburton Global Defensive Feeder Fund (GBP) Multi AssetRAUG 2018
Ashburton Global Defensive Fund (GBP) Multi AssetRAUG 2018
Ashburton Global Energy Fund (USD) EquityRAUG 2018
Ashburton Global Growth Fund (GBP Hedged) Multi AssetRAUG 2018
Ashburton Global Growth Fund (USD) Multi AssetRAUG 2018
Ashburton Global Growth Sterling Feeder Fund Multi AssetRAUG 2018
Ashburton Global Leaders Equity Fund (USD) EquityRAUG 2018
Ashburton India Equity Opportunities Fund (USD) EquityRAUG 2018
Ashburton India Fixed Income Opportunities Fund (USD) Fixed IncomeRAUG 2018
Ashburton Dollar Asset Management Fund Multi AssetRAUG 2018
Ashburton Euro Asset Management Fund Multi AssetRAUG 2018
Ashburton Sterling Asset Management Fund Accumulating Multi AssetRAUG 2018
Ashburton Sterling Asset Management Fund Distributing Multi AssetRAUG 2018
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