Ashburton Global Defensive Fund

Multi asset fund with a lower risk strategy aiming to preserve capital

Why invest in this Fund?

The Ashburton Global Defensive Fund offers you a lower risk investment strategy if you are looking for capital preservation.

The Fund is part of our range of Global Multi Asset Funds which offers strategies designed to suit the level of risk you are prepared to take. It is managed by our dedicated team of experienced macro and multi-asset specialists.

The Fund aims to deliver moderate growth in capital plus an income over the medium term. It aims for below average volatility through a diversified range of asset classes consisting of at least 45% in a combination of fixed income securities, Money Market Instruments and cash, not exceeding a maximum equity exposure of 35%.

How do I invest?

You will also need to review the relevant Fund literature which can be found here.

If you are unsure if this Fund is appropriate for you needs, speak to your financial advisor. Alternatively, if you do not require advice you can invest now.

 

ISIN LU1109953932 Sedol BQWJ8R9 Bloomberg AISGDSR LX
Currency Sterling Risk rating Low to moderate Domicile Luxembourg
Launch date 08/10/2014 Fund size £5.66 m Dealing Daily
NAV 10.3542 Daily change -0.10% Price date 15/10/2019
Cumulative performance since 2014: 3.1%

*Hover on chart to see values
13.84%
Cumulative performance since launch
Key facts
Key individuals Mark Appleton
Arno Lawrenz
Launch date 08 October 2014
Fund size £5.66 m
NAV (15 Oct 2019) 10.3542
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Mark Appleton is Global Head of Multi Asset Strategy with a primary focus of tactical asset allocation. He has 37 years of investment management experience, gained through a variety of roles including Manager of the Unilever Pension Fund and over 18 years as Chief Investment Officer at Marriott Asset Management and FNB Securities. Mark is a CFA® charter holder and has also attained a Bachelor of Commerce degree in Economics from the University of the Witwatersrand and a post graduate Diploma in Financial Planning from the University of the Free State.

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Arno Lawrenz is a Global Investment Strategist and is responsible for day-to-day management of the Ashburton Global Multi Asset and Asset Management Fund range. Arno is a member of the Global Macro Forum and Joint Investment Committee. Joining Ashburton in 2016, following the acquisition of Atlantic Asset Management where he was founder and Chief Investment Officer Arno brings 28 years of investment experience and was previously Head of Fixed Income at both Old Mutual and Coronation Fund Managers. Arno has a B.Sc. (Hons) from the University of Cape Town, South Africa, and is also a CFA charter holder.

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