Ashburton Investments - South Africa: About Us

Who we are

Ashburton Investments is FirstRand Group’s asset management business. Ashburton Investments is a registered trading name of Ashburton (Jersey) Limited and is licensed for use by Ashburton Fund Managers (Propriety) Limited.

Ashburton Investments was founded in 1983.

We are fully invested in helping you reach your investment destination through our innovative solutions, designed to grow and protect your money.

Despite market uncertainties, our focus on managing risk and volatility, and our access to a range of investment capabilities and opportunities throughout the FirstRand group, enables us to generate sustainable risk-adjusted returns for you.

Our commitment to transformation

Ashburton Investments, as part of the FirstRand group, has a strong focus on empowerment and believes that the commitment to transformation is not just about meeting scorecard objectives. We hold to the spirit and the tenets of Black Economic Empowerment (BEE), which aims to ensure the economic empowerment of all previously disadvantaged South African's.

FirstRand measures its BEE contribution and progress at group level. Ashburton Investments proudly supports and contributes to these efforts and is measured through the group process.

FirstRand’s empowerment strategy

Our Capabilities and Solutions

Ashburton Investments has built an award-winning, global reputation for investing that makes sense, built on nearly 40 years of know-how. When you invest with us, you benefit from our robust investment approach and philosophy, have access to extensive global research and analysis, and the most up-to-date investing thinking.

Our product set and approach has evolved over time to suit ever-changing market conditions. We know that understanding the needs and ambitions of our clients is the only way we effectively manage risk and access different sources of return, which are designed to provide real returns over the long term.

Our active management and high conviction approach have served the interests of investors since our inception. With a keen focus on the global macro environment, combined with bottom-up analysis, we offer investors proven expertise in asset management and portfolio management services.

We offer, multi-asset and specialist equity solutions to private and corporate clients, including family offices, trustees, charities and wealth managers.

By partnering with us, investors have access to an investment manager with the backing of a large parent company, innovative investment solutions and a long track record of excellence.

Specialists in global equity

In a volatile and uncertain world, where investment returns are unpredictable, the Ashburton Global Leaders Equity Fund gives investors access to approximately 27 of the world’s leading mega-cap stocks. Available in US dollar and pound sterling, this concentrated fund comprises many of the world’s most prominent companies as measured by market cap. The fund aims to deliver sustainable superior returns over the long term, through geographic and sector diversification.

Explore our funds →

Multi-Asset specialists

The Ashburton Global Growth Fund is one of three risk-profiled funds designed to suit varying investor needs. This fund gives exposure to Ashburton Investments’ best investment view with the aim of achieving superior capital growth over the long term with a higher weighting in growth assets.

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What we offer

We pride ourselves on being able to customise across our existing product range to meet each client’s specific needs.

Multi-Asset funds

Our Asset Management Funds are Ashburton Investments’ longest running multi-asset funds. They were designed to give investors peace of mind while generating growth in a low to moderate risk environment. The funds invest in a diversified range of global assets and are available in pound sterling, euro or US dollar.

The Ashburton Global Growth Fund is one of three risk-profiled funds designed to suit varying investor needs. This fund gives exposure to Ashburton Investments’ best investment view with the aim of achieving superior capital growth over the long term with a higher weighting in growth assets.

Explore our funds

Our people

Rooted in community, our people embody strength and togetherness.

Leadership

Investment

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Investment proposition and philosophy

Real returns optimised within a risk framework

Our investment philosophy aims to meet the twin objectives of capital preservation and capital appreciation over the long term, through an investment strategy that considers diverse sources of return while being risk aware. The outcome of this process is to deliver real returns which are commensurate with your risk appetite.

Our fundamental aim is to maximise risk adjusted returns for our clients and this is done both at asset class level in the case of actively managed funds and at asset allocation level in the case of multi asset funds. We follow a consistent investment process based on the conviction that returns are obtained through a combination of the correct strategic asset allocation, tactical asset selection and stock selection. We value each asset class to identify mispricing opportunities which can be captured either via stock selection within an asset class or by our asset allocation process when comparing across asset classes.

Our team-driven and prudent investment process is applied across all our investment decisions and across all mandates and funds with individual accountability given to the portfolio managers managing your money. We follow a systematic, fundamentally based approach to investing which allows us to avoid behavioural biases.

Top-down and Bottom-up

We believe that asset prices are driven both by macro factors (top down) and bottom-up fundamentals. By analysing local and global economic data, we identify trends that will influence asset prices.

Our investment approach is built on three principles:

Macro

We are top-down investors who use macro-economic factors to identify trends that inform our investment decisions. We use a range of market data with a number of proprietary forecasts from one of the largest team of economists in the country.

Quality

We invest in quality assets. By quality, we mean companies that have a moat and that can deliver superior returns compared to their peers over the long term. High quality companies perform better through the cycle. By taking a long-term view and investing in cash generating companies which can generate returns above their cost of capital sustainably, these companies can deliver superior returns compared to their peers. When defining quality, we focus on three main factors: high returns compared to peers and their cost of capital, strong balance sheet and strong operational cash flow generation. We prefer market leaders with strong management operating in industries with high barriers to entry and structural growth.

Valuation

We rely on stock and asset class valuation when making active investment decisions. We employ asset class specialists onshore and offshore to be able to provide the best possible understanding of specific asset classes. The bottom up valuation assists in the asset allocation decision making.

By combining a top down view and bottom up valuations, we are able to determine the best possible combination of asset classes to deliver on your real return targets, while optimising for risk. We also account for ESG (Environmental, Social and Governance) factors when analysing companies to evaluate the sustainability of their returns in the long term.

Responsible Investing

Our investment decisions consider a wide range of factors that may affect the risk and return profile of the investments we make, now and in the future. Our long-term success is not measured in investment performance alone, but also on the impact on society and the environment.

We recognise that responsible companies ought to have good governance processes, effective risk management and compliance functions and stakeholder engagement. They prepare for changes in their operating environment, from shifts in public opinion to the challenges of resource scarcity and the impact of climate change.

Incorporating environmental, social and governance factors into our investment and ownership decisions supports the pursuit of superior risk-adjusted returns for our clients.

Contact Us

Our team of investment specialists is ready to discuss how we can help you achieve your financial objectives.

Call us on+44 (0) 203 832 3899

Email us onGeneral fund queries: ashburton.fundenquiries@jtcgroup.com
Dealing queries: ashburton.funddealing@jtcgroup.com

Channel Islands28 Esplanade, St Helier, Jersey, JE2 3QA

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Ashburton Investments is licensed for use by Ashburton Fund Managers (Proprietary) Limited (Reg No 2002/013187/07), a company incorporated in South Africa and a licensed Financial Services Provider (“FSP”) in terms of the Financial Advisory and Intermediary Services Act, 37 of 2002 (“FAIS Act”), with FSP number 40169, regulated by the Financial Sector Conduct Authority. Past performance is not a reliable indicator of future results. Investment may not be suitable for everybody, and potential investors should take their own independent advice.

28 Esplanade, St Helier, Jersey, JE2 3QA

+44 (0) 203 832 3899

General fund queries: ashburton.fundenquiries@jtcgroup.com Dealing queries: ashburton.funddealing@jtcgroup.com

Fully Invested

A part of the FirstRand Group|AFM Terms and conditions

Aboutus