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