This fund is designed for investors wishing to participate in capital markets and may be most appropriate for investors with a long-term investment horizon, as losses may occur due to high market fluctuations.
Investment objectives and strategy
The Global Leaders Equity Fund is a concentrated equity strategy that offers a differentiated approach to investing in global stocks. The Fund seeks to generate attractive returns by investing in high-quality businesses, characterised by powerful intangible assets, high returns on operating capital employed and strong free cash flow generation. To help achieve this objective, the strategy employs a “buy-and-hold” approach to construct a concentrated portfolio, with stock selection informed by rigorous fundamental analysis. Please refer to the Prospectus for the full investment strategy.
Morgan Stanley Investment Management has been appointed as sub investment manager on the Ashburton Global Leaders Fund. This will help us to strengthen our global capabilities and ensure that we provide our clients with long-term solutions aligned to their long-term goals.
Why the Ashburton Global Leaders Equity Fund?
- The potential to earn high quality risk-adjusted returns from a concentrated portfolio of the world’s large cap companies, household names and industry leaders, providing investors peace of mind.
- The fund provides returns on a US dollar basis.
Morgan Stanley joins Ashburton Global Leaders Equity Fund as sub-investment manager
Morgan Stanley is now the new sub-investment manager of the Ashburton Global Leaders Equity Fund.
