Objective and strategy

The Ashburton Targeted Return Fund is a cautious, low equity fund. Its primary objective is to beat South African Consumer Price Inflation (CPI) + 3.5% over a rolling three-year period. The fund utilises asset allocation, currency diversification, credit inclusion, duration variation and derivative strategies in order source additional returns for the fund. The goal is to provide a single solution for the low risk component of a portfolio or the destination for the conservative investor looking for the higher returns that can be obtained when a wide array of asset classes are available.

How Ashburton’s Targeted Return Fund delivers on capital preservation in volatile times.

The Ashburton Targeted Return Fund, delivered a robust 12-month return of 22.58%, outperforming its CPI + 3.5% benchmark by 15.59%, on the back of strong performance over the past three and five years. Read more here. 

Why the Ashburton Targeted Return Fund?

• It is a conservatively managed diversified fund
• Performance returns in excess of its benchmark
• Complies with regulations governing retirement funds
  
  

Investor profile

This fund is suited to investors seeking a conservatively managed balanced fund with stable inflation beating returns.

Fund data