Ashburton Global Leaders Equity Fund

Focused investing through global market leaders

 


 

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.

Read more about the Morgan Stanley Investment Management (MSIM) partnership here.

 

Investor profile

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.


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. Read more 

 

Fund data

ISIN LU0923646821 Sedol B8DT4F2 Bloomberg AISGLRU LX
Currency US dollar Risk rating High Domicile International - Luxembourg
Launch date 02/09/2013 Fund size 180.8000 m Dealing Daily
NAV 21.2656 Daily change -0.02% Price date 12/12/2024
Cumulative performance since 2013: 3.1%

*Hover on chart to see values