• Global Equity Income Portfolio: May 2024

    Dr James Cooke

    Global equity markets rose in May. Overall, the FTSE All World High Dividend Index gained 2.9% while the Ashburton Global Equity Income Model Portfolio (USD) returned 2.3%. Outperforming stocks held during the month included Imperial Brands (9.2%), VW (9.1%) and Diversified Energy (8.3%).

  • Global Equity Growth Portfolio: May 2024

    Dr James Cooke

    Global equity markets rose in May. Overall, the FTSE All World Index gained 4.1% while the Ashburton Global Equity Growth Portfolio (USD) returned 4.7%. Outperforming stocks held during the month included Nvidia (26.9%), Rexel (20.7%) and Enphase (17.6%).

  • Global Equity Growth Fund: May 2024

    Dr James Cooke

    Global equity markets rose in May. Overall, the FTSE All World Index gained 4.1% while the Ashburton Global Equity Growth Fund (I class USD) returned 4.8% Outperforming stocks held during the month included Nvidia (26.9%), Ambarella (26.7%) and Rexel (20.7%)

  • Global Leaders Equity Portfolio: May 2024

    Dr James Cooke

    Global equity markets rose in May. Overall, the FTSE All World Index gained 4.1% while the Ashburton Global Leaders Model Portfolio (USD) returned 3.7%. Outperforming stocks held during the month included Nvidia (26.9%), Apple (13%) and Ping An (10.1%).

  • Global Leaders Equity Fund: May 2024

    Dr James Cooke

    Global equity markets rose in May. Overall, the FTSE All World Index gained 4.1% while the Ashburton Global Leaders Fund (I class USD) returned 4.3%. Outperforming stocks held during the month included Nvidia (26.9%), Apple (13%) and Ping An (10.1%).

  • Global Equity Income Portfolio: April 2024

    Dr James Cooke

    Economists often use all available time or word count to explain the past, then offer a balanced view of the future.

  • Global Equity Growth Portfolio: April 2024

    Dr James Cooke

    Economists often use all available time or word count to explain the past, then offer a balanced view of the future. Ideally, investors would focus more on their long-term forecasts, valuations, and views, largely ignoring the near term.

  • Global Equity Growth Fund: April 2024

    Dr James Cooke

    Economists often use all available time or word count to explain the past, then offer a balanced view of the future. Ideally, investors would focus more on their long-term forecasts, valuations, and views, largely ignoring the near term.

  • Global Leaders Equity Portfolio: April 2024

    Dr James Cooke

    Economists often use all available time or word count to explain the past, then offer a balanced view of the future. Ideally, investors would focus more on their long-term forecasts, valuations, and views, largely ignoring the near term.

  • Global Leaders Equity Fund: April 2024

    Dr James Cooke

    Economists often use all available time or word count to explain the past, then offer a balanced view of the future. Ideally, investors would focus more on their long-term forecasts, valuations, and views, largely ignoring the near term.