Ashburton Balanced Fund

Generating long-term, inflation-beating returns

Objective and strategy

The Ashburton Balanced Fund’s objective is to generate long-term, inflation-beating returns over a 36-month period. It invests across a wide range of domestic and international asset classes which include equities, bonds, property shares and money market instruments. The fund can have a maximum equity exposure of 75% and is limited to a maximum offshore exposure of 30%. The portfolio is actively managed with exposure to various asset classes varied to reflect changing economic and market circumstances and maximise returns for investors.


Investor profile

This fund is suited to investors who require a real return on their capital over time.

Why the Ashburton Balanced Fund?

  • It has a moderate risk profile
  • It invests across a wide range of domestic and international asset classes including equity, bond, property and money market 

Fund data

 

ISIN ZAE000205795 Sedol Bloomberg
Currency South African rand Risk rating Moderate Domicile South Africa
Launch date 01/06/2013 Fund size 394.4900 m Dealing Daily
NAV 138.0900 cents Daily change 0.40% Price date 14/10/2021
Annualised performance since 2013: 3.1%

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