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Ashburton Fund Managers (Proprietary) Limited is a licensed Financial Services Provider ("FSP") in terms of the Financial Advisory and Intermediary Services Act, 37 of 2002, FSP number 40169, and Ashburton Management Company RF (Pty) Ltd is an approved manager of Collective Investment Schemes in terms of Collective Investments Scheme Control Act, 45 of 2002 by the Financial Sector Conduct Authority (FSCA) and is also a full member of the Association for Savings and Investment SA (ASISA).
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+27(0) 860 000 339
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Steady returns through all conditions
This fund is suitable for an investor looking to achieve long-term growth of capital, accepting a low to moderate degree of risk.
Investment objectives and strategy
This fund aims to achieve an increase in value whilst suppressing volatility and risk, through a conservative allocation of assets between, primarily, international equities, fixed interest securities and cash or money market instruments. Exposure to equities is limited to a maximum of 50% and exposure to fixed income securities is limited to a maximum of 70%. Exposure to currencies, other than base currency, after hedging, will not exceed 50%. The fund is created as a “sleep at night” investment to look beyond the market cycles and volatile shifts.
Why the Ashburton Asset Management Fund?
Key individuals
The Multi Asset Team
Past performance is not indicative of future performance
Performance for 1Y: 11.21%
Source: Morningstar, Ashburton Investments as at July 2026
Fees rates are shown excluding VAT. TER, Transaction Cost and Total Investment Charge are shown including VAT.
Tailored investment solutions for corporate treasury management and strategic asset allocation.
Our team of investment specialists is ready to discuss how we can help you achieve your financial objectives.
Our team of investment specialists is ready to discuss how we can help you achieve your financial objectives.