Ashburton Global Balanced Fund

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

  • Multi-Asset Funds: January to March 2025

    Jarred Sullivan

    This year has certainly been characterised by immense uncertainty in global markets. Global equities declined over the quarter, with the MSCI All Country World Index falling 1.2% and the S&P 500 declining by 4.3%. The primary reason for the downturn can be ascribed to a valuation multiple de-rating in the United States (US), driven by a confidence shock among global investors.

  • Multi-Asset Funds: September 2024

    Jarred Sullivan

    During September, volatility was particularly prevalent at the beginning of the month - in line with During September, volatility was particularly prevalent at the beginning of the month - in line with historical seasonality. historical seasonality.

  • Multi-Asset Funds: August 2024

    Jarred Sullivan

    Global equity and bond markets climbed higher in August predominately supported by relatively dovish monetary policy rhetoric from Fed Chair, Jerome Powell, in his speech at Jackson Hole.

  • Multi-Asset Funds: July 2024

    Jarred Sullivan

    Geopolitics continued to be the central theme across the globe as election risk remained in focus.

  • Multi-Asset Funds: June 2024

    Jarred Sullivan

    Geopolitical tensions have been rife across the globe as election risk took centre stage over the month.

  • Multi-Asset Funds: April 2024

    Jarred Sullivan

    Inflation statistics, particularly in the United States, surprised to the upside over April leading to fewer interest rate cuts being priced in 2024

  • Multi-Asset Funds: March 2024

    Jarred Sullivan

    Some noteworthy central bank activity took place over the month – key among them, the US Federal Reserve (Fed) and the Bank of Japan (BoJ).

  • Multi-Asset Funds: February 2024

    Jarred Sullivan

    The equity market upturn continued over the month as the FTSE All-World Total Return USD Index climbed 4.2%, particularly as the semiconductor industry continued to display an unwavering level of resilience.

  • Multi-Asset Funds: January 2024

    Jarred Sullivan

    It was certainly an eventful start to the year as news from China and the US dominated global market headlines during the month.

  • Multi-Asset Funds: December 2023

    Jarred Sullivan

    The year ended on a strong note with the FTSE All-World Total Return USD Index surging 4.8% in December, while the FTSE World Broad Investment-Grade Bond Index climbed 4.2%.