• Global Equity Income Portfolio: June 2024

    Dr James Cooke

    In the USA, France, and UK, political transitions are expected following imminent elections. These “lame duck” periods can create uncertainty in markets as outgoing leaders finalise their terms.

  • Global Equity Growth Portfolio: June 2024

    Dr James Cooke

    In the USA, France, and UK, political transitions are expected following imminent elections. These “lame duck” periods can create uncertainty in markets as outgoing leaders finalise their terms.

  • Global Equity Growth Fund: June 2024

    Dr James Cooke

    In the USA, France, and UK, political transitions are expected following imminent elections. These “lame duck” periods can create uncertainty in markets as outgoing leaders finalise their terms.

  • Global Leaders Equity Portfolio: June 2024

    Dr James Cooke

    In the USA, France, and UK, political transitions are expected following imminent elections. These “lame duck” periods can create uncertainty in markets as outgoing leaders finalise their terms.

  • Global Leaders Equity Fund: June 2024

    Dr James Cooke

    In the USA, France, and UK, political transitions are expected following imminent elections. These “lame duck” periods can create uncertainty in markets as outgoing leaders finalise their terms.

  • 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%).