Ashburton Global Leaders Equity Fund

Focused investing through global market leaders

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Investment objectives and strategy

The Global Leaders Equity Fund aims to achieve long-term capital growth over the economic cycle by investing in Transferable Securities issued by leading companies listed globally. While the fund’s investments will be denominated in a range of currencies, the fund seeks to maximise total returns on a US dollar basis. The fund will invest in a focused portfolio of approximately 27 stocks. When interest rates from bank accounts and bonds are so low, having prominent international equities can significantly improve your risk-adjusted returns over the long-term. Please refer to the Prospectus for the full investment strategy.


Investor profile

This fund is designed for investors wishing to participate in capital markets and may be most appropriate for investors with a long-term investment horizon, as losses may occur due to high market fluctuations.

 


Why the Ashburton Global Leaders Equity Fund?

  • The potential to earn high quality risk-adjusted returns from a concentrated portfolio of the world’s large cap companies, household names and industry leaders that gives investors peace of mind
  • When interest rates and bond yields are so low, having prominent equities can significantly improve your risk-adjusted returns over the long-term
  • The fund provides returns on a US dollar basis

Fund data

ISIN LU0923646821 Sedol B8DT4F2 Bloomberg AISGLRU LX
Currency US dollar Risk rating Moderate to high Domicile Luxembourg
Launch date 02/09/2013 Fund size 179.3200 m Dealing Daily
NAV 19.4366 Daily change 0.04% Price date 18/04/2024
Cumulative performance since 2013: 3.1%

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