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.
This fund is suitable for an investor looking to achieve long-term growth of capital, accepting a low to moderate degree of risk.
Why the Ashburton Asset Management Fund?
- The fund aims to achieve an increase in value while it suppresses volatility and risk
- It’s a conservative allocation of assets between, primarily, international equities, fixed interest securities and cash or money market instruments
- Designed to give investors peace of mind while generating inflation-beating growth with low to moderate risk
The Multi Asset Team
||Low to moderate
Cumulative performance since 1992:
*Hover on chart to see values