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.