Objective and strategy

The Ashburton Global Flexible Fund offers investors long-term capital growth through a balanced mandate of global asset allocation, with access to emerging market growth opportunities. To achieve this, the fund invests across a broad range of asset classes including international equities, bonds, cash and property markets. Investments are made directly into these markets, and indirectly through participatory interests in other collective investment schemes. The mandate is to have a maximum 75% and a minimum of 45% exposure to equity markets. For the purposes of efficient portfolio management, the fund may also invest its assets in derivatives such as futures, options, forwards and swaps.

Investor profile

The fund is suited to investors seeking long-term capital growth through a balanced risk mandate across international asset classes.

Why the Ashburton Global Flexible Fund?

• It offers long-term capital growth through a balanced mandate of global asset allocation
• It gives investors access to emerging market growth opportunities

Fund data