Ashburton Investments - South Africa: About Us

Who we are

Ashburton Investment Managers Namibia, part of the FirstRand Namibia Group, drawing on the global capabilities of Ashburton South Africa and Morgan Stanley International. This means your savings benefit from both deep local market knowledge and world-class international investment expertise. We understand that investment journeys are different. We’re fully invested in helping you reach your investment destination safely through our innovative solutions designed to grow and protect your investment.

Despite market uncertainties, our focus on managing risk and volatility, and our access to a range of investment capabilities and opportunities throughout the FirstRand group, enables us to generate sustainable risk-adjusted returns for you.

Ashburton Investments Namibia is a conservative investment house. Our starting principle is simple: protect your capital in real terms first and ensure liquidity, then seek to grow it. We do not chase short-term trends or take undue risks in pursuit of headline returns.

Our aspiration is to build Ashburton Investments in Namibia into a leading provider of traditional and alternative asset management solutions.

Our Commitment to Transformation

Ashburton Investments Namibia, as part of the FirstRand Namibia group, has a strong focus on empowerment and believes that the commitment to transformation is not just about meeting scorecard objectives. We hold to the spirit and the tenets of Black Economic Empowerment (BEE), which aims to ensure the economic empowerment of all previously disadvantaged Namibian's.

FirstRand measures its BEE contribution and progress at group level. Ashburton Investments proudly supports and contributes to these efforts and is measured through the group process.

FirstRand's empowerment strategy

Our Capabilities and Solutions

Ashburton Investments Namibia has a dedicated Namibian team, including 4 investment professionals. We tap into the skills and capabilities of the broader FirstRand group in both the South African and international markets to bring you a range of investment opportunities to meet your needs.

We are active investors across asset classes and regions. Our asset management capabilities span traditional and alternative investments.

What we offer

We pride ourselves on being able to customise across our existing product range to meet each client’s specific needs.

FNB Namibia Corporate Fund

The FNB Namibia Corporate Fund is suitable for investors seeking a low-risk investment that maximises income. It offers a high-income yield, capital stability and good liquidity.

Find out more

Our people

Rooted in community, our people embody strength and togetherness.

Leadership

Traditional investments

Alternative investments

No content found

Investment proposition and philosophy

Real returns optimised within a risk framework

Our investment philosophy aims to meet the twin objectives of capital preservation and capital appreciation over the long term, through an investment strategy that considers diverse sources of return while being risk aware. The outcome of this process is to deliver real returns which are commensurate with your risk appetite.

Our fundamental aim is to maximise risk adjusted returns for our clients and this is done both at asset class level in the case of actively managed funds and at asset allocation level in the case of multi asset funds. We follow a consistent investment process based on the conviction that returns are obtained through a combination of the correct strategic asset allocation, tactical asset selection and stock selection. We value each asset class to identify mispricing opportunities which can be captured either via stock selection within an asset class or by our asset allocation process when comparing across asset classes.

Our team-driven and prudent investment process is applied across all our investment decisions and across all mandates and funds with individual accountability given to the portfolio managers managing your money. We follow a systematic, fundamentally based approach to investing which allows us to avoid behavioural biases.

Top-down and Bottom-up

We believe that asset prices are driven both by macro factors (top down) and bottom-up fundamentals. By analysing local and global economic data, we identify trends that will influence asset prices.

Our investment approach is built on three principles:

Macro

We are top-down investors who use macro-economic factors to identify trends that inform our investment decisions. We use a range of market data with a number of proprietary forecasts from one of the largest team of economists in the country.

Our Capabilities

Fixed Income

Property

Equity

Passive

Offshore

Credit

Quality

We invest in quality assets. By quality, we mean companies that have a moat and that can deliver superior returns compared to their peers over the long term. High quality companies perform better through the cycle. By taking a long-term view and investing in cash generating companies which can generate returns above their cost of capital sustainably, these companies can deliver superior returns compared to their peers. When defining quality, we focus on three main factors: high returns compared to peers and their cost of capital, strong balance sheet and strong operational cash flow generation. We prefer market leaders with strong management operating in industries with high barriers to entry and structural growth.

Valuation

We rely on stock and asset class valuation when making active investment decisions. We employ asset class specialists onshore and offshore to be able to provide the best possible understanding of specific asset classes. The bottom up valuation assists in the asset allocation decision making.

By combining a top down view and bottom up valuations, we are able to determine the best possible combination of asset classes to deliver on your real return targets, while optimising for risk. We also account for ESG (Environmental, Social and Governance) factors when analysing companies to evaluate the sustainability of their returns in the long term.

Responsible, sustainable investing

Our investment decisions consider a wide range of factors that may affect the risk and return profile of the investments we make, now and in the future. Our long-term success is not measured in investment performance alone, but also on the impact on society and the environment.

We recognise that responsible companies ought to have good governance processes, effective risk management and compliance functions and stakeholder engagement. They prepare for changes in their operating environment, from shifts in public opinion to the challenges of resource scarcity and the impact of climate change.
Incorporating environmental, social and governance factors into our investment and ownership decisions supports the pursuit of superior risk-adjusted returns for our clients.

Ashburton Investments is a participant in the Association for Savings and Investment South Africa’s Responsible Investing sub-committee and fully endorse the Codes for Responsible Investing South Africa. We are a signatory to the United Nations Principles for Responsible Investment (UNPRI).

Sponsorship initiatives

Proud partner in the Kwata Cricket Development programme

Kwata Cricket Development was established in 2009 by Cricket Namibia with a vision to create awareness of cricket in widespread communities across Namibia, and specifically to promote and maintain healthy and active lifestyles for less privileged youth.

The programme has expanded into all 14 regions in Namibia since inception. The initiative employs 15 full time development coaches, 4 street cricket coaches and 25 relief teachers countrywide and has increased the involvement to 138 384 children at the end of 2023.

Ashburton Investments Namibia, through the FirstRand Foundation Trust, has committed another N$800,000 to this ICC award winning development programme for 2024 and 2025, confirming that we are Fully Invested in the future of our youth.

Contact us

Our team of investment specialists is ready to discuss how we can help you achieve your financial objectives.

Call us on+264 61 299 7999

Email us oninvestments@ashburton.com.na

WindhoekParkside, 130 Independence Avenue, Ground Floor, Windhoek

Request a callback

Ashburton Investment Managers Namibia (Pty) Ltd (Reg no. 2002/0447), Ashburton Unit Trust Management Company Limited (Reg. no. 89/485) and Ashburton Property Unit Trust Management Company (Reg. no. 2011/0592) are registered in terms of the Financial Institutions and Markets Act, 2021 and are regulated by NAMFISA.

Parkside, 130 Independence Avenue, Ground Floor, Windhoek

+264 61 299 7999

investments@ashburton.com.na

Fully Invested

A subsidiary of FirstRand Namibia|Terms and conditions

Who we are

Our Commitment to Transformation

FirstRand's empowerment strategy

Our Capabilities and Solutions

We are active investors across asset classes and regions. Our asset management capabilities span traditional and alternative investments.

What we offer

We pride ourselves on being able to customise across our existing product range to meet each client’s specific needs.

FNB Namibia Corporate Fund

The FNB Namibia Corporate Fund is suitable for investors seeking a low-risk investment that maximises income. It offers a high-income yield, capital stability and good liquidity.

Find out more

Our people

Rooted in community, our people embody strength and togetherness.

Leadership

Traditional investments

Alternative investments

No content found

Investment proposition and philosophy

Real returns optimised within a risk framework

Top-down and Bottom-up

We believe that asset prices are driven both by macro factors (top down) and bottom-up fundamentals. By analysing local and global economic data, we identify trends that will influence asset prices.

Our investment approach is built on three principles:

Macro

Our Capabilities

Fixed Income

Property

Equity

Passive

Offshore

Credit

Quality

Valuation

Responsible, sustainable investing

Sponsorship initiatives

Proud partner in the Kwata Cricket Development programme

Contact us

Our team of investment specialists is ready to discuss how we can help you achieve your financial objectives.

Call us on+264 61 299 7999

Email us oninvestments@ashburton.com.na

WindhoekParkside, 130 Independence Avenue, Ground Floor, Windhoek

Aboutus

Who we are

Our Commitment to Transformation

Our Capabilities and Solutions

What we offer

FNB Namibia Corporate Fund

Our people

Investment proposition and philosophy

Top-down and Bottom-up

Responsible, sustainable investing

Sponsorship initiatives

Proud partner in the Kwata Cricket Development programme

Contact us

Request a callback

Aboutus

Who we are

Our Commitment to Transformation

Our Capabilities and Solutions

What we offer

FNB Namibia Corporate Fund

Our people

Investment proposition and philosophy

Top-down and Bottom-up

Responsible, sustainable investing

Sponsorship initiatives

Proud partner in the Kwata Cricket Development programme

Contact us

Request a callback