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.
This fund is designed as a moderate risk strategy for clients who are prepared to accept a moderate degree of risk with their capital.
Why the Ashburton Global Balanced Fund
- The potential to achieve long term capital growth through a balanced asset allocation across a diversified range of asset classes, regions and currencies
- At least 30% of the funds’ assets are in a combination of fixed income securities, money market instruments and cash, not exceeding 70% of its assets in equity securities
- Investing in multi asset funds can offer exposure to a broader range of assets, sectors and strategies and direct investment exposures with greater flexibility.
Cumulative performance since 2014:
*Hover on chart to see values