Ashburton Global Leaders Equity Fund

Focused investing through global market leaders

Why invest in this Fund?

A concentrated portfolio of the world’s most prominent companies, household names and industry leaders designed to provide you with peace of mind.

When interest rates from bank accounts and bonds are so low, having prominent international equities can significantly improve your risk-adjusted returns over the long-term.

These are mega-cap businesses, each worth over US$200 billion, with a global presence and constituents of the major indices such as the FTSE, Dow Jones or Nikkei.

How do I invest?

You will also need to review the relevant Fund literature which can be found here.

If you are unsure if this Fund is appropriate for you needs, speak to your financial advisor. Alternatively, if you do not require advice you can invest now.

ISIN LU0923647043 Sedol B8DT4L8 Bloomberg AISGLRD LX
Currency US dollar Risk rating Moderate to high Domicile Luxembourg
Launch date 02/09/2013 Fund size 119.4000 m Dealing Daily
NAV 1940.4546 Daily change 0.14% Price date 25/11/2020
Cumulative performance since 2013: 3.1%

*Hover on chart to see values
6.46%
Cumulative performance since launch
Key facts
Managed by: James Cooke
Launch date 02 September 2013
Fund size 119.4000 m
NAV (25 Nov 2020) 1940.4546
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Dr James Cooke also joins Ashburton as Head: Global Equity Research; he brings significant research knowledge and expertise to our business which will be extremely advantageous to the fund management team. Jimmy joins from Asset Risk Consultants (ARC) where he was an Investment Consultant responsible for advising high net worth clients, trusts and charities on investment strategy, strategic asset allocation and discretionary fund manager selection. Previously he was based in Edinburgh  as an Investment Manager with SVM Asset Management where he spent seven years working on their World Equity strategy and providing ideas for other funds. During his time at SVM, the firm was consistently ranked within the top 10 UK based fund manager groups by FundCalibre. Prior to this he was a full member of the investment committee at Edinburgh Partners, recently acquired by Franklin Templeton, then managing over $10bn of global equity investments. He maintains a keen interest in Corporate Governance having previously advised firms on these matters with Towers Perrin, now Willis Towers Watson, before joining the investment industry. James is a CFA charterholder and holds a BEng(Hons) degree in Chemical Engineering from the University of Edinburgh, both an MSc and a PhD in Biochemical Engineering from University College London.

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