Celebrating 10-years of delivering peer-group beating returns

The Ashburton Global Leaders Equity Portfolio has provided a strong track record of peer-group beating returns over the last 10 years.

The portfolio was launched in May 2011 and is also available as a Fund. It currently has more than £188m in assets under management.

Global leaders equity graph as at 30 April 2021
Performance as at 30 April 2021

Source: Morningstar Performance calculations are based on the total value of the portfolio on the last business day of the month. This is inclusive of the effect of fees which are levied quarterly in arrears. *EAA Fund Global Large Cap is the Morningstar Global Large-Cap Blend Equity peer group which includes more than 1200 contributors investing in large caps across developed and emerging regions with at least 75% of total assets invested in equities.

It is a concentrated portfolio of the world’s most prominent companies, holding positions in companies including Samsung and Microsoft that are well positioned to weather tough market conditions, designed to provide investors with peace of mind during volatile and uncertain times. 

The focus is on a concentrated selection of quality mega-caps featuring leading industry positions that, in turn, enable the respective companies to take advantage of volatility in economic activity over time and offer a conservative way to participate in the global equity market.

Dr James Cooke, Director of Investments and Head of Global Equities for Ashburton Investments (International) said: “We’re very happy with the way that this portfolio has performed, it has demonstrated a strong consistent performance against its peer group over the last 10 years, which is a testament to our robust investment philosophy and to the expertise of our global investment team. For over three decades, Ashburton Investments has invested in what makes sense, delivering good risk-adjusted returns through all market conditions”
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