We are a new generation investment manager built on more than 39 years of heritage. For over three decades, Ashburton Investments has invested in what makes sense.
Based in Jersey, we offer discretionary managed portfolios, multi asset and specialist equity solutions to international private and corporate clients including family offices, trustees, charities and wealth managers.
As part of the FirstRand group, one of Africa’s largest financial services companies by market capitalisation, we have access to the vast expertise and resources within the broader group.
By partnering with us, investors have access to an investment manager with the backing of a large parent company, innovative investment solutions and a long track record of excellence.
Risk management is at the center of our philosophy
Our team of experts continually monitor regulation, liquidity, volatility and correlation, combined with regular and robust investment management reviews, as we seek to protect our partners’ assets no matter what the market conditions.
Our product set and approach has evolved over time to suit ever-changing market conditions, but the underlying constant is that we understand our clients’ needs to effectively manage risk and access different sources of return to provide real returns over the long term.
Our active management and high conviction approach has served the interests of investors for nearly 40 years. With a keen focus on the global macro environment, combined with bottom-up analysis, we offer investors proven expertise in asset management and portfolio management services.
Discretionary managed portfolio services
We place a strong emphasis on building a close working relationship with clients and their advisors to achieve a solution which best suits individual goals and aspirations. We offer a range of multi asset and equity-based portfolios to meet client needs, available in sterling, US dollars and euros.
Find out more about our Portfolios here
Specialist global equity
In a volatile and uncertain world, where investment returns are unpredictable, the Ashburton Global Leaders Equity Fund and Portfolio gives investors access to up to 25 of the world’s leading mega cap stocks. Available in US dollars and sterling, it is a concentrated portfolio of the world’s most prominent companies as measured by market cap, with the aim of delivering sustainable superior returns over the long term through geographic and sector diversification.
Find out more about the Global Leaders Equity Fund here
Find out more about the Global Leaders Equity Portfolio here
Multi asset specialists
Our 37-year track record of delivering consistent inflation-beating returns gives investors access to a range of specialist funds and investment opportunities in global markets.
The Asset Management Funds launched in 1992 are Ashburton’s longest running multi asset Funds, designed to give investors piece of mind while generating inflation-beating (CPI+3%) growth with low to moderate risk. The Funds invest in a diversified range of global assets and are available in sterling, euro or US dollars.
The Ashburton Global Growth Fund is part of a range of three risk-profiled funds designed to suit varying investor needs. This Fund gives exposure to Ashburton’s best investment view aiming for superior capital growth over the long term with a higher weighting in growth assets.
Find out more about the multi asset range of Funds here
Ashburton Investments is a registered trading name of Ashburton (Jersey) Limited a company incorporated in Jersey with its registered office at PO Box 239, IFC1, The Esplanade, St Helier, Jersey JE4 8SJ and regulated by the Jersey Financial Services Commission.