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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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Multi asset fund targeting capital growth within a moderate risk strategy.
This fund is designed as a moderate risk strategy for clients who are prepared to accept a moderate degree of risk with their capital.
Investment objectives and strategy
The primary aim is to deliver medium to long-term capital growth through a balanced asset allocation across a diversified range of asset classes, regions and currencies with at least 30% of its assets in a combination of fixed income securities, Money Market Instruments and cash whilst not exceeding 70% of its assets in equity securities.
Why the Ashburton Global Balanced Fund
Past performance is not indicative of future performance
Performance for 1Y: 12.33%
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.