Investor profile

The fund is suitable for investors requiring a competitive interest rate, with regular income distributions, capital preservation and liquidity in the short term. It is appropriate for corporate treasuries and other institutional investors.

Objective and strategy

The Ashburton Core Plus Income Fund seeks to maximise interest, preserve capital and provide liquidity to investors. It is intended to form a core part of an investor's long-term liquidity strategy of investors while outperforming its benchmark. The fund can acquire longer-dated bank issued (senior only) or bank guaranteed paper while maintaining a weighted average duration of less than 0.25.

R10 Billion and Growing - The Ashburton Core Plus Income Fund

In just under three years, our Core Plus Income Fund has surpassed R10 billion in assets under management – a testament to investor trust and the fund’s standout performance in the short-term fixed income space.

What sets Core Plus apart?

• Higher returns than traditional money market funds
• Low risk, low fees, and next-day liquidity
• No corporate credit exposure
• Designed for institutional investors seeking capital preservation and liquidity
  

Listen to the podcast below, where Albert Botha, Head of Fixed Income, joins Brett Boardman to unpack the strategy, growth, and future of the Ashburton Core Plus Income Fund.

Read more here.

Why the Ashburton Core Plus Income Fund

• Low risk and fees 
• Higher returns than money market funds
• Stricter Pension Fund Regulation 28 limits are applied to this fund and exposure to any single bank is limited to 25%
• Next day liquidity