Global Leaders Equity

Investment objective

The Ashburton Global Leaders Equity Fund (the fund) aims to provide sustainably compounding performance from global equity markets over the economic cycle on a total return over a long-term investment horizon.

Investment approach

The fund adopts a long-term investment approach, unconstrained by traditional benchmarks, enabling concentrated focus on a selection of up to 25 ‘world class’ mega-caps which, over time, aim to deliver sustainable above average returns through the strength of their market position in an attractive industry.

Particular focus is given to ‘quality’, compounding stocks which are characterised by their ability to generate sustainably growing excess cash returns over their equity’s cost of capital, part of which is expected to be returned to shareholders. Other quality characteristics include management and balance sheet features, as well as a relatively predictable earnings profile.

The fund’s focus on high-quality stocks, across a number of attractive industries, balances its high concentration, low turnover approach. The fund maintains minimum levels of diversification and liquidity risk management by adhering to the UCITS regulated fund framework.

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Sources of investment return

Our investment process reflects a long-term focus

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Portfolio construction

Long-term investment focus:

  • ideally five years, with a minimum of three years
  • limited turnover (<25% per year on average)
  • unconstrained by benchmark
  • significant tracking error (5-10%).

Focus on attractive industries:

  • sustainable barriers to entry and oligopolistic market structure
  • structural growth, pricing power and/or
  • consolidation opportunities.

Regional and industry exposures subject to risk management given economic/industry cycle considerations.

Speak to your financial advisor. 

 

Ashburton Global Leaders Equity Fund

A concentrated portfolio of the world’s most prominent companies, household names and industry leaders designed to provide you with peace of mind.

When interest rates from bank accounts and bonds are so low, having prominent international equities can significantly improve your risk-adjusted returns over the long-term.

These are mega-cap businesses, each worth over US$200 billion, with a global presence and constituents of the major indices such as the FTSE, Dow Jones or Nikkei.


ISIN LU0923646821 Sedol B8DT4F2 Bloomberg AISGLRU LX
Currency US dollar Risk rating Moderate to high Domicile Luxembourg
Launch date 02/09/2013 Fund size 130.8000 m Dealing Daily
NAV 13.1202 Daily change 3.40% Price date 30/03/2020
Cumulative performance since 2013: 3.1%

Insights | Global Leaders Equity


Monthly commentary

Global Leaders Equity Strategy: March 2020 09 March 2020 James Cooke

Monthly commentary

Global Leaders Equity Strategy - February 2020 12 February 2020 James Cooke

Focus on

Bond market fears excessive – but investors must be vigilant 04 November 2019 Arno Lawrenz

Company news

FSB approval for Global Leaders Equity Fund - 12 March 2014 12 March 2014 Ashburton Investments