Ashburton Multi Asset Strategy Portfolios Growth

  • Global Leaders Equity Fund | Q3 2025

    Ashburton Investments

    In September, the Fund returned -2.01%, while the MSCI World Index returned +3.62%. The Fund returned -3.43% for the third quarter (Q3) versus +7.62% for the index, while for the year-to- date (YTD), the Fund has delivered +2.86% versus +18.44%.

  • Global Equity Growth Fund: Q3 2025

    Kathy Davey

    The third quarter of 2025 ending 30th September was strong for global markets continuing the positive momentum which began in mid-April, boosted by tariff pull-backs, a de-escalation in trade tensions between the US and China and the passing of the ‘One Big Beautiful Bill’.

  • Multi-Asset Funds: July to September 2025

    Jarred Sullivan

    Global equity markets extended their upward momentum through the third quarter, with the MSCI All Country World Index advancing 7.7% (USD) by the end of September.