Ashburton Global Balanced Fund

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

Why invest in this Fund?

The Ashburton Global Balanced Fund is designed as a moderate risk strategy if you are prepared to take some risk with your capital.

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 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, not exceeding 60% of its assets in equity securities.

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 LU1109954666 Sedol BQWJ8Z7 Bloomberg AIGLBAD LX
Currency Sterling Risk rating Moderate Domicile Luxembourg
Launch date 01/10/2014 Fund size 68.9200 m Dealing Daily
NAV 13.6216 Daily change 0.22% Price date 06/05/2021
Cumulative performance since 2014: 3.1%

*Hover on chart to see values