Ashburton Global Balanced Fund

Multi asset fund targeting capital growth within a moderate risk strategy.

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 60% of its assets in equity securities.

Investor profile

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 60% 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.

Fund data

ISIN LU1109954310 Sedol BQWJ8W4 Bloomberg AIGLBAL LX
Currency Sterling Risk rating Moderate Domicile Luxembourg
Launch date 01/10/2014 Fund size 70.7300 m Dealing Daily
NAV 13.0377 Daily change -0.02% Price date 03/08/2021
Cumulative performance since 2014: 3.1%

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