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 £8.09 m Dealing Daily
NAV £9.8705 Daily change -0.06% Price date 12/11/2018
Cumulative performance since 2014: 3.1%

*Hover on chart to see values