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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.​

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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) EquityRMAY 2017
Ashburton Chindia Equity Fund (GBP) EquityRMAY 2017
Ashburton Chindia Equity Fund (USD) EquityRMAY 2017
Ashburton Global Balanced Feeder Fund (GBP Hedged) Multi AssetRMAY 2017
Ashburton Global Balanced Feeder Fund (USD Hedged) Multi AssetRMAY 2017
Ashburton Global Balanced Fund (EUR Hedged) Multi AssetRMAY 2017
Ashburton Global Balanced Fund (GBP) Multi AssetRMAY 2017
Ashburton Global Balanced Fund (USD Hedged) Multi AssetRMAY 2017
Ashburton Global Defensive Feeder Fund (GBP) Multi AssetRMAY 2017
Ashburton Global Defensive Fund (GBP) Multi AssetRMAY 2017
Ashburton Global Energy Fund (USD) EquityRMAY 2017
Ashburton Global Growth Fund (GBP Hedged) Multi AssetRMAY 2017
Ashburton Global Growth Fund (USD) Multi AssetRMAY 2017
Ashburton Global Growth Sterling Feeder Fund Multi AssetRMAY 2017
Ashburton Global Leaders Equity Fund (USD) EquityRMAY 2017
Ashburton India Equity Opportunities Fund (USD) EquityRMAY 2017
Ashburton India Fixed Income Opportunities Fund (USD) Fixed IncomeRMAY 2017
Ashburton Dollar Asset Management Fund Multi AssetRMAY 2017
Ashburton Euro Asset Management Fund Multi AssetRMAY 2017
Ashburton Sterling Asset Management Fund Accumulating Multi AssetRMAY 2017
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