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​Portfolio management services

Portfolio
  • Our distinctive investment approach enables us to build an investment portfolio that puts our clients first.
  • We provide fund and portfolio management services to individuals and professional clients who are looking for solid and consistent performance.
  • We work on a case-by-case basis, structuring portfolios in line with market opportunities using the successful investment methodologies that have served Ashburton Investments for over 20 years.
  • We nurture wealth by providing solid investment returns following an uncomplicated, actively managed approach which is dynamic, robust and repeatable.

We can help

When clients choose us to manage ​their funds, they commission a highly experienced portfolio management team to take care of their investments.

We place a strong emphasis on building a close working relationship with clients and their advisors to ensure that we can achieve a solution which best suits individual goals and aspirations.

Clients will have their own portfolio and access to our expertise through a diversified, global range of investments across various asset classes. The avoidance of loss within a disciplined risk-controlled framework is fundamental to the prudent management of client portfolios.

Our offering

We offer a range of portfolio management services to meet clients’ needs. Our portfolios are structured with the goals of long term capital appreciation and income protection in mind. While targeting diversification and risk protection too.

Bespoke Personal Portfolio

This portfolio has been specifically developed for investors who require very personal wealth management within a disciplined, risk-controlled, investment management process. We aim to create a portfolio that suits our investors’ individual needs, appetite for investment risk and any personal preferences or restrictions.

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Equity Portfolio

This portfolio’s objective is to maximise returns to the investor over the medium to long-term through investing in FTSE/JSE listed shares. The portfolio’s returns are based on the ability of the All Share index to deliver returns above inflation and the ability of the fund manager to identify undervalued securities within the asset class. The portfolio will remain fully invested in local equities.

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Dividend Income Portfolio

The portfolio is actively managed and invests in local equities. It aims to provide investors with an attractive dividend yield over the long term. This is based on the selected companies ability to generate sustainable earnings growth through the investment cycle. This portfolio also aims to maximise returns to the investor through capital growth in the underlying shares.

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Global Leaders Equity Portfolio

This portfolio should be considered as a long-term investment approach. It is unconstrained by individual benchmarks, enabling concentrated focus on a selection of world-class mega cap stocks which deliver sustainable above average returns over time through the strength of their market position in an attractive industry.

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Balanced Portfolio

The portfolio is actively managed and invests in local equities, listed property, bonds, cash as well as offshore assets. The objective is to deliver risk adjusted returns over the medium to long term. Returns are based on identifying the asset classes that offer the greatest potential for growth and selecting undervalued securities within each of those asset classes. The portfolio is compliant with Regulation 28 of the Pension Funds Act.

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Property Portfolio

The portfolio aims to outperform the South African listed property index on a sustainable basis. The objective is to invest in high quality listed property companies with robust earnings and long term growth prospects. The portfolio can be used for capital growth or income generating purposes.

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Preference Share Portfolio

The portfolio consists of a selection of FTSE/JSE listed preference shares. It aims to provide investors with an attractive interest rate linked income in the form of dividends. This portfolio is not for investors seeking long term capital growth but rather those looking for an attractive income yield.

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Compensator Portfolio

The portfolio aims to offer a high dividend yield with relatively low volatility by investing in a selection of preference shares, inflation-linked bonds and vanilla bonds. The preference shares generate a dividend yield linked to the prime interest rate while the inflation-linked bonds aim to preserve capital in real terms and add additional yield over inflation. The optimal combination of asset classes reduces the overall risk of the portfolio.

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 We offer portfolio solutions using direct investment, as well as market exposure via passive or funded alternatives. We can also apply limits to equity and/or bond exposures or exclude certain assets altogether.

How do I invest?

Speak to your advisor or contact the Ashburton Portfolio Management team on telephone  011 282 8800 or email pm@ashburton.co.za.