Ashburton Dollar Asset Management Fund

Steady returns through all conditions.

Why invest in this Fund?

Since 1992, the Asset Management Funds have delivered inflation-beating capital growth for clients over the medium to long-term. We place the emphasis on strict risk management and tactical diversification to protect what is most important to you.

We created these funds as a “sleep at night” investment to look beyond the market cycles and volatile shifts.

Our highly experienced team have successfully navigated flash-crashes, global turmoil and over three decades of ups and downs. They can do the same for you.

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 GB0000532530 Sedol 0053253 Bloomberg ASHRADI JY
Currency US dollar Risk rating Low to moderate Domicile Jersey
Launch date 04/02/1992 Fund size 100.4900 m Dealing Daily
NAV 37.9650 Daily change 0.10% Price date 16/01/2020
Cumulative performance since 1992: 3.1%
The Composite +3% benchmark is a blend of US BLS CPI +3% from launch of the Fund to 31/10/2018 and USD 3m LIBOR +3% thereon.

*Hover on chart to see values
4.86%
Cumulative performance since launch
Key facts
Key individuals Mark Appleton
Arno Lawrenz
Launch date 04 February 1992
Fund size 100.4900 m
NAV (16 Jan 2020) 37.9650
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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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