The Ashburton Global Leaders Equity Fund and Global Leaders Equity Portfolio aims to provide sustainably compounding performance from global equity markets over the economic cycle on a total return over a long-term investment horizon.
The fund and portfolio adopts a long-term investment approach, unconstrained by traditional benchmarks, and is a 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 and portfolios 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.
The fund and portfolio 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