Multi-Asset offering
Investors can achieve their goals by investing in funds that have the flexibility to invest in a range of asset classes locally; hence offering better diversified sources of returns while managing risk appropriately.
While equities have historically produced the highest returns over the long term, they can be volatile over shorter-term periods. The Ashburton Balanced Fund is suited to investors who require a real return on their capital over time and has a moderate risk profile. The Ashburton Targeted Return Fund is suited to investors seeking a conservatively managed multi-asset fund with stable inflation-beating returns. The range also includes the Diversified Income Fund, which suits investors with a lower risk profile since it does not invest in equity instruments.
